# Schwab Mobile vs Holistic Planning+

The clearest difference is review sentiment: Holistic Planning+ at 100% against Schwab Mobile's 58%. Holistic Planning+ also leads on monetization model (free vs free with in-app purchases) and rating (5.0 vs 4.8). Schwab Mobile's advantage is ratings volume (1.2M vs 2) and chart position (#64 vs unranked). On price, update cadence, ads and in-app purchases there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

Holistic Planning+ holds the better App Store score, 5.0 against 4.8. That said, the two scores are not equally well evidenced: Schwab Mobile has 1.2M ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 58% of Schwab Mobile's written reviews are positive against 100% of Holistic Planning+'s.

Schwab Mobile ships an update monthly, Holistic Planning+ every 2 months. The most recent releases landed on October 20, 2026 and October 4, 2026 respectively.

## The numbers

| Metric | Schwab Mobile | Holistic Planning+ |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.8 (1.2M ratings)](https://appshunter.io/ios/app/schwab-mobile/id407358186/reviews) | **[5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews)** |
| Number of ratings | **1.2M** | 2 |
| Positive reviews | 58.2% of reviews | **100.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Monthly** | Every 2 months |
| Monetization | Free with in-app purchases | **Free** |
| Best chart rank | **#64** | — |
| Size | 261 MB | 0 MB |
| Requires iOS | 18.0 | **12.0** |
| Devices | iPhone, iPad, Apple Watch | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [The Charles Schwab Corporation](https://appshunter.io/developer/404050704) | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) |

## What reviewers say

### Schwab Mobile

[App page](https://appshunter.io/ios/app/schwab-mobile/id407358186)

**Currently charting:** #64 Top Free · Finance (US App Store)

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

**Highlights:** Consolidated account view, Mobile check deposit, Intuitive trade ticket, Real-time quotes and news, Customizable watchlists, Expert financial content

**Features:** Apple Watch app

**In-app purchases:** none

**What reviewers like**

- 🚀 Easy to use
- 🔒 Secure banking
- 👍 Excellent customer service
- 💡 Helpful research tools
- 🚀 Smooth mobile experience

**What reviewers complain about**

- 🐛 Inaccurate account information
- 🐛 Slow order execution
- 👎 Dated user interface
- 🐛 Frequent app crashes
- 👎 Limited customization options

**Reported bugs**

- Touch ID/Face ID authentication issues
- Delayed dividend and balance updates
- Inconsistent stock price data across app
- Inability to transfer funds on mobile app

**Requested features**

- Real-time price updates
- Ability to set price alerts
- Improved options trading functionality
- Customizable portfolio views
- Seamless integration with external bank accounts


### Holistic Planning+

[App page](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812)

Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.

**Highlights:** Real-time portfolio viewing, Simplified reporting, Sync held-away accounts, Accessible from anywhere, Advisor notifications

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is Schwab Mobile free?

Schwab Mobile is free to download, with no in-app purchases.

### Is Holistic Planning+ free?

Holistic Planning+ is free to download, with no in-app purchases.

### Which has better reviews, Schwab Mobile or Holistic Planning+?

Holistic Planning+ is rated higher. Schwab Mobile averages 4.8 out of 5 from 1.2M ratings, while Holistic Planning+ averages 5.0 from 2 ratings.

### Do Schwab Mobile or Holistic Planning+ have ads?

Neither Schwab Mobile nor Holistic Planning+ shows ads.

### Which is updated more often, Schwab Mobile or Holistic Planning+?

Schwab Mobile ships an update monthly, and Holistic Planning+ every 2 months. Most recently, Schwab Mobile was updated on October 20, 2026 and Holistic Planning+ on October 4, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*