Charles Schwab
PPLI

Charles Schwab’s People Inc PPLI Stock Holding History

Charles Schwab’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.7M Buy
867,299
+87,927
+11% +$3.33M 0.01% 1413
2025
Q4 		$30.5M Sell
779,372
-5,421
-0.7% -$190K ﹤0.01% 1484
2025
Q3 		$26.7M Sell
784,793
-155,276
-17% -$5.79M ﹤0.01% 1559
2025
Q2 		$35.1M Sell
940,069
-297,465
-24% -$10.8M 0.01% 1321
2025
Q1 		$46.6M Buy
1,237,534
+58,444
+5% +$2.13M 0.01% 1120
2024
Q4 		$41.7M Buy
1,179,090
+23,341
+2% +$935K 0.01% 1256
2024
Q3 		$51M Buy
1,155,749
+63,719
+6% +$2.65M 0.01% 1110
2024
Q2 		$42M Buy
1,092,030
+38,281
+4% +$1.58M 0.01% 1196
2024
Q1 		$46.1M Buy
1,053,749
+32,003
+3% +$1.38M 0.01% 1101
2023
Q4 		$43.9M Buy
1,021,746
+31,679
+3% +$1.24M 0.01% 1074
2023
Q3 		$40.9M Buy
990,067
+248,480
+34% +$12.1M 0.01% 1026
2023
Q2 		$38.2M Buy
741,587
+5,749
+0.8% +$263K 0.01% 1048
2023
Q1 		$31.1M Buy
735,838
+47,143
+7% +$2.02M 0.01% 1156
2022
Q4 		$25.1M Buy
688,695
+80,120
+13% +$3.17M 0.01% 1274
2022
Q3 		$27.6M Buy
608,575
+24,553
+4% +$1.38M 0.01% 1153
2022
Q2 		$36.4M Buy
584,022
+42,874
+8% +$3.02M 0.01% 969
2022
Q1 		$44.5M Buy
541,148
+35,523
+7% +$3.45M 0.01% 948
2021
Q4 		$54.2M Buy
505,625
+14,100
+3% +$1.59M 0.02% 839
2021
Q3 		$52.5M Buy
491,525
+13,838
+3% +$1.53M 0.02% 831
2021
Q2 		$60.4M Sell
477,687
-222,640
-32% -$28.8M 0.02% 736
2021
Q1 		$82.7M Buy
700,327
+13,493
+2% +$1.68M 0.03% 556
2020
Q4 		$71M Buy
686,834
+15,524
+2% +$1.19M 0.03% 582
2020
Q3 		$43.9M Sell
671,310
-484,035
-42% -$33.2M 0.02% 725
2020
Q2 		$66.8M Buy
1,155,345
+23,131
+2% +$1.03M 0.03% 501
2020
Q1 		$36.3M Buy
1,132,214
+19,064
+2% +$755K 0.02% 649
2019
Q4 		$49.6M Sell
1,113,150
-289,255
-21% -$11.7M 0.03% 638
2019
Q3 		$54.6M Sell
1,402,405
-134,631
-9% -$5.75M 0.03% 527
2019
Q2 		$59.8M Buy
1,537,036
+290,351
+23% +$11.6M 0.04% 490
2019
Q1 		$46.8M Buy
1,246,685
+42,889
+4% +$1.59M 0.03% 575
2018
Q4 		$39.4M Buy
1,203,796
+173,519
+17% +$5.82M 0.03% 569
2018
Q3 		$39.9M Sell
1,030,277
-653,443
-39% -$21.2M 0.03% 650
2018
Q2 		$45.9M Buy
1,683,720
+95,743
+6% +$2.62M 0.03% 545
2018
Q1 		$44.4M Sell
1,587,977
-19,735
-1% -$520K 0.03% 532
2017
Q4 		$35.1M Buy
1,607,712
+61,567
+4% +$1.38M 0.03% 618
2017
Q3 		$32.5M Buy
1,546,145
+120,749
+8% +$2.34M 0.03% 598
2017
Q2 		$26.3M Buy
1,425,396
+5,651
+0.4% +$95.9K 0.02% 670
2017
Q1 		$18.7M Buy
1,419,745
+102,200
+8% +$1.33M 0.02% 875
2016
Q4 		$15.3M Sell
1,317,545
-268,104
-17% -$3.14M 0.02% 941
2016
Q3 		$17.7M Buy
1,585,649
+179,199
+13% +$1.89M 0.02% 766
2016
Q2 		$14.2M Buy
1,406,450
+212,412
+18% +$1.97M 0.02% 850
2016
Q1 		$10M Buy
1,194,038
+44,713
+4% +$385K 0.01% 1053
2015
Q4 		$12.3M Buy
1,149,325
+33,248
+3% +$385K 0.02% 887
2015
Q3 		$13M Buy
1,116,077
+119,507
+12% +$1.59M 0.02% 807
2015
Q2 		$14.2M Buy
996,570
+55,238
+6% +$732K 0.02% 771
2015
Q1 		$11.4M Buy
941,332
+110,235
+13% +$1.28M 0.02% 911
2014
Q4 		$9.03M Buy
831,097
+52,955
+7% +$599K 0.01% 966
2014
Q3 		$9.16M Buy
778,142
+32,129
+4% +$388K 0.02% 891
2014
Q2 		$9.23M Buy
746,013
+22,023
+3% +$264K 0.02% 904
2014
Q1 		$9.24M Buy
723,990
+3,352
+0.5% +$43.1K 0.02% 868
2013
Q4 		$8.85M Buy
720,638
+38,161
+6% +$394K 0.02% 809
2013
Q3 		$6.69M Buy
682,477
+77,770
+13% +$711K 0.01% 930
2013
Q2 		$5.14M Buy
+604,707
New +$5.15M 0.01% 1026

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab's PPLI Position: Q1 2026 in Review

Charles Schwab increased its People Inc (PPLI) stake by 11% in Q1 2026, buying an estimated $3.33M and bringing the position to 867,299 shares worth $34.7M. The position accounts for 0.01% of the portfolio, ranked #1413.

Charles Schwab first reported a position in PPLI in Q2 2013 and has held it in 52 quarters since. The position peaked at $82.7M in Q1 2021. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Charles Schwab held 867,299 shares of People Inc worth $34.7M as of Q1 2026.
  • Charles Schwab bought 87,927 People Inc shares in Q1 2026, an estimated $3.33M.
  • People Inc made up 0.01% of Charles Schwab's portfolio in Q1 2026, its #1413 holding.
  • Charles Schwab first reported a position in People Inc in Q2 2013 and has held it in 52 quarters since.
  • Charles Schwab's People Inc position peaked at $82.7M in Q1 2021.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.