ACTION POINT FINANCIAL PLANNING, LLC
Position in SCHW — Schwab Charles Corp
CIK 2116119
GRAND RAPIDS, MI
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$128,147
New position
Shares Held
1,389
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,992
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,575,795 across 32 Capital Markets names. SCHW ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
840 | $849,539 | |
| 2 | MS |
Morgan Stanley
|
1,261 | $263,586 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
1,389 | $128,147 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
1,471 | $73,516 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
1,670 | $45,722 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
401 | $40,206 | |
| 7 | MARA |
MARA Holdings, Inc.
|
2,277 | $31,627 | |
| 8 | EVR |
Evercore Inc.
|
62 | $21,166 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,147 | 1,389 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||