Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Planning Group, LLC

  • $507 Billion
  • Q3 2024

A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 3,664 shares of SCHX stock, worth $83,978. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,664
Previous 3,642 0.6%
Holding current value
$83,978
Previous $234 Million 6.26%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$61.11 - $67.85 $1,344 - $1,492
22 Added 0.6%
3,664 $249 Million
Q2 2024

Aug 02, 2024
BUY
$58.7 - $64.78 $213,785 - $235,928
3,642 New
3,642 $234 Million

Others Institutions Holding SCHX

# of Institutions
1,332
Shares Held
460M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Strategic Planning Group, LLC Portfolio

Follow Strategic Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email