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
Q2 		– Sell
-2,511
Closed -$236K – 41
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Investments & Financial Planning LLC's SCHW Position: Q2 2026 in Review

Investments & Financial Planning LLC sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,511 shares — an estimated $236K sold.

Investments & Financial Planning LLC first reported a position in SCHW in Q2 2025 and held it in 4 quarters. The position peaked at $250K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Investments & Financial Planning LLC reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Investments & Financial Planning LLC sold 2,511 Charles Schwab shares in Q2 2026, an estimated $236K.
  • Investments & Financial Planning LLC first reported a position in Charles Schwab in Q2 2025 and held it in 4 quarters.
  • Investments & Financial Planning LLC's Charles Schwab position peaked at $250K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.