Schwab Charles Corp

Peak Planning Group, LLC SCHW

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/22/2026

Shares

11,881

Value ($000)

1,117

Weight

0.3%

2022 Q3 - 2026 Q1 (13 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/22/2026	1,117	0.3%	11,881	3/31/2026
2025 Q4	2/13/2026	1,204	0.3%	12,047	12/31/2025
2025 Q1	6/24/2026	951	0.4%	12,152	3/31/2025
2024 Q4	5/26/2026	898	0.4%	12,132	12/31/2024
2024 Q3	6/24/2026	786	0.3%	12,122	9/30/2024
2024 Q2	5/26/2026	899	0.4%	12,203	6/30/2024
2024 Q1	5/26/2026	885	0.6%	12,240	3/31/2024
2023 Q4	5/26/2026	841	0.6%	12,224	12/31/2023
2023 Q3	5/26/2026	670	0.5%	12,197	9/30/2023
2023 Q2	5/26/2026	629	0.5%	11,103	6/30/2023
2023 Q1	5/26/2026	354	0.3%	6,754	3/31/2023
2022 Q4	5/26/2026	500	0.4%	6,004	12/31/2022
2022 Q3	5/26/2026	432	0.4%	6,004	9/30/2022