Center for Financial Planning, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1803557
SOUTHFIED, MI
Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$94,115
-$1,744 QoQ
Shares Held
1,020
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,030
of 2,304 holders
Holding Since
Dec 2020
18 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, 2026Center for Financial Planning, Inc. holds $135,897 across 4 Capital Markets names. SCHW ranks #1 (69.3% of the industry book) .
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,115 | 1,020 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $95,859 | 1,020 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $103,906 | 1,040 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $99,288 | 1,040 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $70,254 | 770 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,565 | 20 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,480 | 20 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,647 | 118 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,695 | 118 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,536 | 118 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,118 | 118 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,478 | 118 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,688 | 118 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $1,074 | 17 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,433 | 17 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,429 | 17 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $5,279 | 81 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,296 | 81 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||