IFPL
SCHW

Investments & Financial Planning LLC’s Charles Schwab SCHW Stock Holding History

Investments & Financial 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
Q1 		$236K Buy
2,511
+11
+0.4% +$1.08K 0.13% 33
2025
Q4 		$250K Sell
2,500
-49
-2% -$4.65K 0.13% 32
2025
Q3 		$243K Buy
2,549
+1
+0% +$95 0.13% 33
2025
Q2 		$232K Buy
+2,548
New +$213K 0.13% 35

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Investments & Financial Planning LLC's SCHW Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its Charles Schwab (SCHW) stake by 0.44% in Q1 2026, buying an estimated $1.08K and bringing the position to 2,511 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #33.

Investments & Financial Planning LLC first reported a position in SCHW in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Investments & Financial Planning LLC held 2,511 shares of Charles Schwab worth $236K as of Q1 2026.
  • Investments & Financial Planning LLC bought 11 Charles Schwab shares in Q1 2026, an estimated $1.08K.
  • Charles Schwab made up 0.13% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #33 holding.
  • Investments & Financial Planning LLC first reported a position in Charles Schwab in Q2 2025 and has held it in 4 quarters since.
  • Investments & Financial Planning LLC's Charles Schwab position peaked at $250K in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.