Pinnacle Wealth Planning Services, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1726752
MANSFIELD, OH
Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$553,804
-$12,237 QoQ
Shares Held
6,002
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,459
of 2,304 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $5,752,047 across 33 Capital Markets names. SCHW ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,372 | $1,387,599 | |
| 2 | MS |
Morgan Stanley
|
5,270 | $1,101,640 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
6,002 | $553,804 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,377 | $387,873 | |
| 5 | MARA |
MARA Holdings, Inc.
|
26,367 | $366,237 | |
| 6 | NMR |
Nomura Holdings Inc
|
27,297 | $239,667 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,842 | $214,713 | |
| 8 | SNEX |
StoneX Group Inc.
|
2,614 | $206,545 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,804 | 6,002 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $566,041 | 6,023 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $599,759 | 6,003 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $618,550 | 6,479 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $592,512 | 6,494 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $468,192 | 5,981 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $428,813 | 5,794 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $338,697 | 5,226 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $390,557 | 5,300 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $360,470 | 4,983 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $328,313 | 4,772 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $268,515 | 4,891 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $461,997 | 8,151 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,316,204 | 25,128 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $711,705 | 8,548 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $595,874 | 8,291 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $521,108 | 8,248 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $569,176 | 6,751 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $569,441 | 6,771 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $460,421 | 6,321 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $443,194 | 6,087 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $391,340 | 6,004 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $358,656 | 6,762 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $217,524 | 6,004 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||