Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,042
New position
Shares Held
98
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,208
of 2,291 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Planning Strategies Inc. holds $102,362 across 12 Capital Markets names. SCHW ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
129 | $26,966 | |
| 2 | WULF |
Terawulf Inc.
|
1,000 | $24,700 | |
| 3 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
800 | $10,648 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
98 | $9,042 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
43 | $4,312 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
34 | $2,959 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
35 | $1,749 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,042 | 98 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||