Back to SCHW-PJ
Planned Solutions, Inc. → SCHW-PJ
Planned Solutions, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
37
Latest value
$446K
Q3 2026
Peak value
$32.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $1.3M |
| Q3 2025 | $379K |
| Q3 2025 | $28M |
| Q3 2025 | $842K |
| Q3 2025 | $1.4M |
| Q3 2025 | $793K |
| Q4 2025 | $3.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $275K |
| Q4 2025 | $28.6M |
| Q4 2025 | $482K |
| Q4 2025 | $1.5M |
| Q4 2025 | $626K |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $279K |
| Q1 2026 | $29.1M |
| Q1 2026 | $539K |
| Q1 2026 | $1.6M |
| Q1 2026 | $618K |
| Q2 2026 | $3.8M |
| Q2 2026 | $233K |
| Q2 2026 | $1.7M |
| Q2 2026 | $312K |
| Q2 2026 | $32.2M |
| Q2 2026 | $567K |
| Q2 2026 | $1.8M |
| Q2 2026 | $631K |
| Q3 2026 | $3.9M |
| Q3 2026 | $223K |
| Q3 2026 | $1.5M |
| Q3 2026 | $302K |
| Q3 2026 | $30.2M |
| Q3 2026 | $545K |
| Q3 2026 | $1.8M |
| Q3 2026 | $446K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $446K | 18.7K | — | — |
| Q3 2026 | $1.8M | 64.4K | — | — |
| Q3 2026 | $545K | 16.8K | — | — |
| Q3 2026 | $30.2M | 959.3K | — | — |
| Q3 2026 | $302K | 8.3K | — | — |
| Q3 2026 | $1.5M | 45.5K | — | — |
| Q3 2026 | $223K | 6.7K | — | — |
| Q3 2026 | $3.9M | 132.5K | — | — |
| Q2 2026 | $631K | 26.1K | — | — |
| Q2 2026 | $1.8M | 64.7K | — | — |
| Q2 2026 | $567K | 17.9K | — | — |
| Q2 2026 | $32.2M | 1.03M | — | — |
| Q2 2026 | $312K | 8.6K | — | — |
| Q2 2026 | $1.7M | 46.5K | — | — |
| Q2 2026 | $233K | 6.7K | — | — |
| Q2 2026 | $3.8M | 132.2K | — | — |
| Q1 2026 | $618K | 25.5K | — | — |
| Q1 2026 | $1.6M | 63.8K | — | — |
| Q1 2026 | $539K | 17.6K | — | — |
| Q1 2026 | $29.1M | 1.04M | — | — |
| Q1 2026 | $279K | 8.5K | — | — |
| Q1 2026 | $1.4M | 46.5K | — | — |
| Q1 2026 | $3.2M | 128.2K | — | — |
| Q4 2025 | $626K | 25.7K | — | — |
| Q4 2025 | $1.5M | 63.0K | — | — |
| Q4 2025 | $482K | 17.6K | — | — |
| Q4 2025 | $28.6M | 1.05M | — | — |
| Q4 2025 | $275K | 8.4K | — | — |
| Q4 2025 | $1.3M | 46.5K | — | — |
| Q4 2025 | $3.3M | 124.6K | — | — |
| Q3 2025 | $793K | 32.5K | — | — |
| Q3 2025 | $1.4M | 62.2K | — | — |
| Q3 2025 | $842K | 30.8K | — | — |
| Q3 2025 | $28M | 1.06M | — | — |
| Q3 2025 | $379K | 11.4K | — | — |
| Q3 2025 | $1.3M | 46.5K | — | — |
| Q3 2025 | $3.1M | 119.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Planned Solutions, Inc. positions
ETHA
$39.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$36.3MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
HODL
$30.2MVANECK MORNINGSTAR WIDE MOAT ETF
HODL
$30MVANECK MORNINGSTAR WIDE MOAT ETF
HODL
$29.6MVANECK MORNINGSTAR WIDE MOAT ETF
JPM-PM
$29.3MJPMORGAN INCOME ETF