Superior Planning, LLC’s Charles Schwab SCHW Stock Holding History

Superior Planning, LLC’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$902K	Buy	+9,233	New	+$972K	0.38%	52

Other funds holding SCHW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's SCHW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Charles Schwab (SCHW) in Q3 2026: 9,233 shares worth $902K. The stake represents 0.38% of the portfolio and ranks #52 among its holdings.

1,730 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Superior Planning, LLC held 9,233 shares of Charles Schwab worth $902K as of Q3 2026.
Charles Schwab was a new Superior Planning, LLC position in Q3 2026.
Charles Schwab made up 0.38% of Superior Planning, LLC's portfolio in Q3 2026, its #52 holding.
1,730 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.