JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in SCHW — Schwab Charles Corp
CIK 2122180
AMMON, ID
Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$695,069
+$77,810 QoQ
Shares Held
7,533
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,368
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,002,566 across 2 Capital Markets names. SCHW ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
7,533 | $695,069 | |
| 2 | MS |
Morgan Stanley
|
1,471 | $307,497 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,069 | 7,533 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $617,259 | 6,568 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,090,916 | 20,928 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||