Intrepid Financial Planning Group’s Charles Schwab SCHW Stock Holding History

Intrepid Financial Planning Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$741K	Buy	8,027 +100	+1%	+$9.12K	0.25%	60
2026 Q1	$745K	Buy	7,927 +2,125	+37%	+$208K	0.3%	59
2025 Q4	$580K	Hold	5,802	–	–	0.22%	66
2025 Q3	$554K	Sell	5,802 -500	-8%	-$47.5K	0.21%	70
2025 Q2	$575K	Hold	6,302	–	–	0.24%	64
2025 Q1	$493K	Sell	6,302 -270	-4%	-$21.2K	0.23%	67
2024 Q4	$486K	Hold	6,572	–	–	0.21%	73
2024 Q3	$426K	Buy	6,572 +3,005	+84%	+$197K	0.18%	79
2024 Q2	$263K	Hold	3,567	–	–	0.11%	101
2024 Q1	$258K	Hold	3,567	–	–	0.11%	107
2023 Q4	$245K	Sell	3,567 -183	-5%	-$10.6K	0.12%	105
2023 Q3	$206K	Buy	+3,750	New	+$227K	0.11%	104

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Intrepid Financial Planning Group's SCHW Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Charles Schwab (SCHW) stake by 1.3% in Q2 2026, buying an estimated $9.12K and bringing the position to 8,027 shares worth $741K. The position accounts for 0.25% of the portfolio, ranked #60.

Intrepid Financial Planning Group first reported a position in SCHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $745K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Intrepid Financial Planning Group held 8,027 shares of Charles Schwab worth $741K as of Q2 2026.
Intrepid Financial Planning Group bought 100 Charles Schwab shares in Q2 2026, an estimated $9.12K.
Charles Schwab made up 0.25% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #60 holding.
Intrepid Financial Planning Group first reported a position in Charles Schwab in Q3 2023 and has held it in 12 quarters since.
Intrepid Financial Planning Group's Charles Schwab position peaked at $745K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.