Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,568
-$15,767 QoQ
Shares Held
17
-91.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 348 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Decker Retirement Planning Inc. holds $19,288 across 4 Capital Markets names. SCHW ranks #4 (8.1% of the industry book) .
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,568 | 17 | Shares | Sole | 2026-07-16 | |
| 2025-06-30 | $17,335 | 190 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||