PCMC
SCHW

Planning Capital Management Corporation’s Charles Schwab SCHW Stock Holding History

Planning Capital Management Corporation’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
Q3 		$33K Buy
+509
New +$33.4K 0.02% 228
2024
Q1 		– Sell
-58
Closed -$3.99K – 696
2023
Q4 		$3.99K Buy
+58
New +$3.35K ﹤0.01% 510

Other funds holding SCHW

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Planning Capital Management Corporation's SCHW Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Charles Schwab (SCHW) in Q3 2024: 509 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in SCHW as recently as Q4 2023.

Planning Capital Management Corporation first reported a position in SCHW in Q4 2023 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold SCHW as of Q3 2024.

  • Planning Capital Management Corporation held 509 shares of Charles Schwab worth $33K as of Q3 2024.
  • Charles Schwab was a new Planning Capital Management Corporation position in Q3 2024.
  • Charles Schwab made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #228 holding.
  • Planning Capital Management Corporation first reported a position in Charles Schwab in Q4 2023 and has held it in 2 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.