Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$279,024
-$5,171 QoQ
Shares Held
3,024
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,789
of 2,303 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Planning, LLC holds $8,183,611 across 3 Capital Markets names. SCHW ranks #3 (3.4% of the industry book) .
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,024 | 3,024 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $284,195 | 3,024 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $302,127 | 3,024 | Shares | Sole | 2026-03-17 | |
| No filing history on record for this holder in this stock. | ||||||