Financial Life Planners

Position in SCHW — Schwab Charles Corp

CIK 2053368 TEMPE, AZ

Position in SCHW

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

Position Value

$57,853

-$884 QoQ

Shares Held

627

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,067

of 2,304 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Life Planners holds $5,173,422 across 5 Capital Markets names. SCHW ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	37,995	$3,810,138
2	GS	Goldman Sachs Group Inc	1,084	$1,096,325
3	MS	Morgan Stanley	915	$191,271
4	SCHW	Schwab Charles Corp This page	627	$57,853
5	BMNR	Bitmine Immersion Technologies, Inc.	1,340	$17,835

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,853	627	+0.3%	Shares	Sole	2026-07-21
2026-03-31	$58,737	625	+0.6%	Shares	Sole	2026-04-24
2025-09-30	$59,286	621	+1.0%	Shares	Sole	2025-11-13
2024-12-31	$45,516	615	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.