Planning Strategies Inc.’s Charles Schwab SCHW Stock Holding History

Planning Strategies Inc.’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

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Planning Strategies Inc. 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.

914 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

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

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