Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$834,766
-$281,810 QoQ
Shares Held
9,047
-23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,286
of 2,303 holders
Holding Since
Sep 2022
14 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, 2026Peak Planning Group, LLC holds $2,650,030 across 3 Capital Markets names. SCHW ranks #2 (31.5% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,766 | 9,047 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,116,576 | 11,881 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,203,615 | 12,047 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $951,258 | 12,152 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $897,889 | 12,132 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $785,626 | 12,122 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $899,239 | 12,203 | Shares | Sole | 2026-05-26 | |
| 2024-03-31 | $885,441 | 12,240 | Shares | Sole | 2026-05-26 | |
| 2023-12-31 | $841,011 | 12,224 | Shares | Sole | 2026-05-26 | |
| 2023-09-30 | $669,615 | 12,197 | Shares | Sole | 2026-05-26 | |
| 2023-06-30 | $629,318 | 11,103 | Shares | Sole | 2026-05-26 | |
| 2023-03-31 | $353,774 | 6,754 | Shares | Sole | 2026-05-26 | |
| 2022-12-31 | $499,893 | 6,004 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $431,507 | 6,004 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||