Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$916,794
-$30,618 QoQ
Shares Held
9,936
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,253
of 2,303 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $4,974,062 across 6 Capital Markets names. SCHW ranks #3 (18.4% of the industry book) .
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,794 | 9,936 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $947,412 | 10,081 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $985,312 | 9,862 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $975,703 | 10,220 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $874,079 | 9,580 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $734,422 | 9,382 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $607,770 | 8,212 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $499,620 | 7,709 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $571,834 | 7,760 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $549,132 | 7,591 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $499,006 | 7,253 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $411,091 | 7,488 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $409,569 | 7,226 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $252,628 | 4,823 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $338,535 | 4,066 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $280,724 | 3,906 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $223,530 | 3,538 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $276,368 | 3,278 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $215,043 | 2,557 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||