Compound Planning, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1978879 NEW YORK, NY

Position in SCHW

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

Position Value

$1,505,384

-$420,453 QoQ

Shares Held

16,315

-20.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,038

of 2,304 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $67,408,928 across 11 Capital Markets names. SCHW ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	480,021	$48,136,505
2	GS	Goldman Sachs Group Inc	8,829	$8,929,385
3	MS	Morgan Stanley	24,480	$5,117,299
4	IBKR	Interactive Brokers Group, Inc.	23,429	$2,039,259
5	SCHW	Schwab Charles Corp This page	16,315	$1,505,384
6	NMR	Nomura Holdings Inc	46,084	$404,616
7	EVR	Evercore Inc.	1,173	$400,508
8	SNEX	StoneX Group Inc.	4,198	$331,681

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,505,384	16,315	-20.4%	Shares	Other	2026-08-04
2026-03-31	$1,925,837	20,492	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$2,063,240	20,651	+11.7%	Shares	Sole	2026-02-19
2025-09-30	$1,765,240	18,490	+14.6%	Shares	Sole	2025-11-10
2025-06-30	$1,472,522	16,139	+5.2%	Shares	Sole	2025-08-14
2025-03-31	$1,201,284	15,346	+0.9%	Shares	Sole	2025-05-14
2024-12-31	$1,125,100	15,202	+19.3%	Shares	Sole	2025-01-17
2024-09-30	$826,003	12,745	-2.8%	Shares	Sole	2024-10-08
2024-06-30	$966,665	13,118	+23.9%	Shares	Sole	2024-07-26
2024-03-31	$766,080	10,590	+12.4%	Shares	Sole	2024-05-07
2023-12-31	$648,027	9,419	+31.0%	Shares	Sole	2024-02-08
2023-09-30	$394,731	7,190	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.