PS
SCHW

Planned Solutions’s Charles Schwab SCHW Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-17
Closed -$1.09K – 537
2024
Q3 		$1.09K Buy
+17
New +$1.12K ﹤0.01% 583
2024
Q1 		– Sell
-2
Closed -$138 – 463
2023
Q4 		$138 Buy
+2
New +$116 ﹤0.01% 570

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Planned Solutions's SCHW Position: Q4 2024 in Review

Planned Solutions sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 17 shares — an estimated $1.09K sold.

Planned Solutions first reported a position in SCHW in Q4 2023 and held it in 2 quarters. The position peaked at $1.09K in Q3 2024. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Planned Solutions reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 17 Charles Schwab shares in Q4 2024, an estimated $1.09K.
  • Planned Solutions first reported a position in Charles Schwab in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Charles Schwab position peaked at $1.09K in Q3 2024.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.