PS
SCHW

Planning Strategies’s Charles Schwab SCHW Stock Holding History

Planning Strategies’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 		$9.04K Buy
+98
New +$8.94K 0.01% 338

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Planning Strategies's SCHW Position: Q2 2026 in Review

Planning Strategies opened a new position in Charles Schwab (SCHW) in Q2 2026: 98 shares worth $9.04K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings.

2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Planning Strategies held 98 shares of Charles Schwab worth $9.04K as of Q2 2026.
  • Charles Schwab was a new Planning Strategies position in Q2 2026.
  • Charles Schwab made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #338 holding.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.