Gateway Wealth Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1966037 APPLETON, WI

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$423,611

-$503,219 QoQ

Shares Held

4,591

-53.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,578

of 2,304 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $4,654,447 across 3 Capital Markets names. SCHW ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,525	$2,553,709
2	MS	Morgan Stanley	8,023	$1,677,127
3	SCHW	Schwab Charles Corp This page	4,591	$423,611

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,611	4,591	-53.4%	Shares	Sole	2026-08-04
2026-03-31	$926,830	9,862	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.