Planning Strategies Inc.’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Planning Strategies Inc.’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.5K	Buy	+1,968	New	+$64.8K	0.04%	132

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Planning Strategies Inc.'s SCHV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 1,968 shares worth $68.5K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings.

426 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Planning Strategies Inc. held 1,968 shares of Schwab US Large-Cap Value ETF worth $68.5K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Planning Strategies Inc. position in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #132 holding.
426 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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