Planned Solutions, Inc.

SEC CIK: 0001831332
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Planned Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of SCHW by Planned Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−17−100.0%	Sold out	Holders
Q3 2024	17	$1.09K	<0.1%	+17	New	Holders
Q1 2024	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q4 2023	2	$138	<0.1%	+2	New	Holders