SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in SCHW — Schwab Charles Corp
CIK 1766995
EAGLE, ID
Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$419,274
-$23,747 QoQ
Shares Held
4,544
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,583
of 2,304 holders
Holding Since
Mar 2023
7 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, 2026SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds $1,031,761 across 2 Capital Markets names. SCHW ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,930 | $612,487 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
4,544 | $419,274 |
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,274 | 4,544 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $443,021 | 4,714 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $433,209 | 4,336 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $410,807 | 4,303 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $392,058 | 4,297 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $239,615 | 3,061 | Shares | Sole | 2025-05-05 | |
| 2023-03-31 | $464,296 | 8,864 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||