Pathfinder Wealth Consulting, Inc.

Position in SCHW — Schwab Charles Corp

CIK 2108842 WILMINGTON, NC

Position in SCHW

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$370,281

New position

Shares Held

3,940

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Pathfinder Wealth Consulting, Inc. holds $1,191,338 across 3 Capital Markets names. SCHW ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIGR	Figure Technology Solutions, Inc.	13,774	$467,627
2	SCHW	Schwab Charles Corp This page	3,940	$370,281
3	HOOD	Robinhood Markets, Inc.	5,100	$353,430

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$370,281	3,940	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.