Retirement Wealth Solutions LLC
PensionPosition in SCHW — Schwab Charles Corp
CIK 2044741
MARSHFIELD, WI
Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,274
-$2,936 QoQ
Shares Held
68
-30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,235
of 2,304 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $69,744 across 10 Capital Markets names. SCHW ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 | |
| 2 | MS |
Morgan Stanley
|
90 | $18,813 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
69 | $6,919 | |
| 4 | SF |
Stifel Financial Corp
|
94 | $6,558 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
68 | $6,274 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
76 | $4,527 | |
| 7 | BGC |
BGC Group, Inc.
|
396 | $4,233 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
13 | $1,743 |
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,274 | 68 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $9,210 | 98 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,998 | 20 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,632 | 59 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||