Retirement Planning Co of New England, Inc.
PensionPosition in SCHW — Schwab Charles Corp
CIK 1817693
Warwick, RI
Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$356,900
+$2,032 QoQ
Shares Held
3,868
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,654
of 2,303 holders
Holding Since
Dec 2021
11 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, 2026Retirement Planning Co of New England, Inc. holds $5,307,290 across 4 Capital Markets names. SCHW ranks #3 (6.7% of the industry book) .
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,900 | 3,868 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $354,868 | 3,776 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $375,861 | 3,762 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $347,988 | 3,645 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $328,555 | 3,601 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $285,826 | 3,862 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $297,801 | 4,595 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $269,972 | 3,732 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $699,352 | 10,165 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $391,491 | 7,131 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $145,408 | 1,729 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||