Global Retirement Partners, LLC
PensionPosition in SCHW — Schwab Charles Corp
CIK 1749744
San Rafael, CA
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,542,592
-$1,207,130 QoQ
Shares Held
27,556
-26.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#856
of 2,304 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. SCHW ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,592 | 27,556 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,749,722 | 37,531 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,942,098 | 30,817 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,801,159 | 30,701 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,148,732 | 29,033 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,807,032 | 27,882 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,002,820 | 27,179 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,599,871 | 22,116 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,417,486 | 20,603 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,036,786 | 18,885 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,084,231 | 19,129 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $976,991 | 18,652 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,460,380 | 17,540 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,172,630 | 16,316 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $155,359 | 2,459 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $197,116 | 2,338 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $159,592 | 2,191 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $148,678 | 2,042 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $127,101 | 1,950 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $87,569 | 1,651 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $56,663 | 1,564 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $78,445 | 2,325 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $53,556 | 1,593 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||