Charles Schwab Corporation shares owned by Planning Capital Management Corp
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Planning Capital Management Corp
from 13F filings
Historical chart of Planning Capital Management Corp investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Planning Capital Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33k | 509 | 64.82 |
| 2023-12-31 | $4.0k | 58 | 68.81 |
More positions owned by Planning Capital Management Corp
View all positions for Planning Capital Management Corp