WealthPlan Investment Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1929986 OMAHA, NE

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,388,039

-$322,626 QoQ

Shares Held

25,881

-10.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#876

of 2,304 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,456,141 across 4 Capital Markets names. SCHW ranks #1 (69.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	25,881	$2,388,039
2	IREN	IREN Ltd	10,786	$493,243
3	GS	Goldman Sachs Group Inc	356	$360,046
4	IBKR	Interactive Brokers Group, Inc.	2,468	$214,813

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,388,039	25,881	-10.3%	Shares	Sole	2026-07-28
2026-03-31	$2,710,665	28,843	+51.5%	Shares	Sole	2026-04-29
2025-12-31	$1,901,587	19,033	+254.8%	Shares	Sole	2026-02-05
2025-09-30	$512,101	5,364	+5.3%	Shares	Sole	2025-10-27
2025-06-30	$464,776	5,094	+50.3%	Shares	Sole	2025-07-28
2025-03-31	$265,290	3,389	-2.8%	Shares	Sole	2025-05-12
2024-12-31	$258,146	3,488	-35.6%	Shares	Sole	2025-01-30
2024-09-30	$350,816	5,413	+2719.3%	Shares	Sole	2024-11-05
2023-03-31	$10,056	192	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.