Retirement Guys Formula LLC

SEC CIK: 0001933059
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Retirement Guys Formula LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of SCHW by Retirement Guys Formula LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−12,049−100.0%	Sold out	Holders
Q2 2023	12,049	$683.0K	0.4%	+1,125+10.3%	Added	Holders
Q1 2023	10,924	$572.2K	0.4%	+10,924	New	Holders