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 U.S. BROAD MARKET ETF (SCHB). 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 | ADDED | 124,578 | +5,040 | +4.2% | 1.05% | $3.3M | $26.23 |
| 2025 Q3 | ADDED | 119,538 | +1,542 | +1.3% | 1.06% | $3.1M | $25.63 |
| 2025 Q2 | REDUCED | 117,996 | -862 | -0.7% | 1.07% | $2.8M | $23.69 |
| 2025 Q1 | ADDED | 118,858 | +6,961 | +6.2% | 1.04% | $2.6M | $21.34 |
| 2024 Q4 | ADDED | 111,897 | +75,589 | +208.2% | 1.02% | $2.5M | $22.43 |
| 2024 Q3 | ADDED | 36,308 | +3,898 | +12.0% | 0.97% | $2.4M | $21.83 |
| 2024 Q2 | ADDED | 32,410 | +1,071 | +3.4% | 0.99% | $2.0M | $20.57 |
| 2024 Q1 | ADDED | 31,339 | +4,234 | +15.6% | 0.94% | $1.9M | $19.91 |
| 2023 Q4 | ADDED | 27,105 | +769 | +2.9% | 0.81% | $1.4M | $18.10 |
| 2023 Q2 | ADDED | 26,336 | +326 | +1.3% | 0.80% | $1.4M | $16.68 |
As of 2025 Q4 — sorted by position size