Commonwealth Retirement Investments LLC
PensionPosition in SCHW — Schwab Charles Corp
CIK 1963787
RICHMOND, VA
Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$436,898
-$19,938 QoQ
Shares Held
4,735
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,569
of 2,303 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $7,819,452 across 3 Capital Markets names. SCHW ranks #2 (5.6% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,898 | 4,735 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $456,836 | 4,861 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $502,147 | 5,026 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $539,310 | 5,649 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $570,706 | 6,255 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,712,088 | 34,646 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,382,455 | 32,191 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,830,169 | 28,239 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,859,419 | 25,233 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||