Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,049,879 | -14,006 | -1.3% | 9.16% | $28.6M | $27.21 |
| 2025 Q3 | ADDED | 1,063,885 | +1,937 | +0.2% | 9.62% | $28.0M | $26.18 |
| 2025 Q2 | REDUCED | 1,061,948 | -5,035 | -0.5% | 9.91% | $26.1M | $24.33 |
| 2025 Q1 | ADDED | 1,066,983 | +23,120 | +2.2% | 10.20% | $25.2M | $23.30 |
| 2024 Q4 | ADDED | 1,043,863 | +698,882 | +202.6% | 9.97% | $24.7M | $23.27 |
| 2024 Q3 | ADDED | 344,981 | +2,131 | +0.6% | 9.94% | $24.8M | $23.39 |
| 2024 Q2 | REDUCED | 342,850 | -262 | -0.1% | 11.12% | $23.0M | $21.74 |
| 2024 Q1 | ADDED | 343,112 | +1,955 | +0.6% | 11.34% | $23.1M | $21.77 |
| 2023 Q4 | ADDED | 341,157 | +7,035 | +2.1% | 11.48% | $19.1M | $19.93 |
| 2023 Q2 | ADDED | 334,122 | +8,222 | +2.5% | 11.37% | $19.2M | $18.33 |
As of 2025 Q4 — sorted by position size