United Financial Planning Group LLC
Position in SCHW — Schwab Charles Corp
CIK 2088337
HAUPPAUGE, NY
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,920
-$128 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,232
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, 2026United Financial Planning Group LLC holds $223,111 across 5 Capital Markets names. SCHW ranks #4 (3.1% of the industry book) .
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,920 | 75 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,048 | 75 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,493 | 75 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,160 | 75 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||