Premier Path Wealth Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1999925 MADISON, NJ

Position in SCHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$913,196

-$178,193 QoQ

Shares Held

9,897

-14.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,261

of 2,309 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Premier Path Wealth Partners, LLC holds $7,540,358 across 5 Capital Markets names. SCHW ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,988	$3,021,973
2	MS	Morgan Stanley	12,125	$2,534,610
3	SCHW	Schwab Charles Corp This page	9,897	$913,196
4	HOOD	Robinhood Markets, Inc.	5,942	$595,863
5	IBKR	Interactive Brokers Group, Inc.	5,454	$474,716

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$913,196	9,897	-14.8%	Shares	Sole	2026-07-21
2026-03-31	$1,091,389	11,613	+3.3%	Shares	Sole	2026-04-23
2025-12-31	$1,123,088	11,241	+23.9%	Shares	Sole	2026-01-22
2025-09-30	$866,485	9,076	+3.9%	Shares	Sole	2025-11-04
2025-06-30	$797,346	8,739	+11.8%	Shares	Sole	2025-08-04
2025-03-31	$611,914	7,817	+1.8%	Shares	Sole	2025-04-21
2024-12-31	$568,174	7,677	-11.2%	Shares	Sole	2025-01-15
2024-09-30	$560,023	8,641	-6.5%	Shares	Sole	2024-10-15
2024-06-30	$680,748	9,238	+13.0%	Shares	Sole	2024-07-24
2024-03-31	$591,451	8,176	+3.0%	Shares	Sole	2024-04-24
2023-12-31	$546,340	7,941	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.