Performance Wealth Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1908765 HINSDALE, IL

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$310,396

-$1,477,949 QoQ

Shares Held

3,364

-82.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,730

of 2,304 holders

Holding Since

Mar 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $144,272,255 across 3 Capital Markets names. SCHW ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	140,897	$142,498,998
2	MS	Morgan Stanley	6,998	$1,462,861
3	SCHW	Schwab Charles Corp This page	3,364	$310,396

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,396	3,364	-82.3%	Shares	Sole	2026-08-07
2026-03-31	$1,788,345	19,029	+144.3%	Shares	Sole	2026-04-10
2025-12-31	$778,198	7,789	+174.8%	Shares	Sole	2026-01-21
2022-03-31	$238,934	2,834	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.