Asset Planning Services Inc Schwab Strategic U.S. Mid Cap Transaction History

Asset Planning Services Inc

  • $205 Million
  • Q4 2024

A detailed history of Asset Planning Services Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Asset Planning Services Inc holds 18,716 shares of SCHM stock, worth $541,641. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,716
Previous 6,127 205.47%
Holding current value
$541,641
Previous $509,000 1.96%
% of portfolio
0.25%
Previous 0.25%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$27.54 - $83.04 $346,701 - $1.05 Million
12,589 Added 205.47%
18,716 $519,000
Q3 2024

Oct 22, 2024
BUY
$75.47 - $83.18 $26,414 - $29,113
350 Added 6.06%
6,127 $509,000
Q2 2024

Jul 25, 2024
SELL
$75.69 - $81.19 $15,138 - $16,238
-200 Reduced 3.35%
5,777 $450,000
Q1 2024

Apr 23, 2024
SELL
$72.89 - $81.43 $30,613 - $34,200
-420 Reduced 6.57%
5,977 $487,000
Q4 2023

Jan 16, 2024
SELL
$63.01 - $75.95 $6,301 - $7,595
-100 Reduced 1.54%
6,397 $482,000
Q3 2023

Oct 19, 2023
BUY
$66.75 - $73.98 $2,670 - $2,959
40 Added 0.62%
6,497 $440,000
Q2 2023

Jul 21, 2023
BUY
$65.29 - $71.03 $29,706 - $32,318
455 Added 7.58%
6,457 $459,000
Q1 2023

Apr 21, 2023
BUY
$64.24 - $73.9 $40,150 - $46,187
625 Added 11.62%
6,002 $407,000
Q4 2022

Jan 17, 2023
SELL
$61.05 - $69.94 $12,210 - $13,988
-200 Reduced 3.59%
5,377 $353,000
Q2 2022

Jul 22, 2022
SELL
$60.91 - $76.4 $22,536 - $28,268
-370 Reduced 6.22%
5,577 $350,000
Q1 2022

Apr 22, 2022
BUY
$70.66 - $80.89 $3,886 - $4,448
55 Added 0.93%
5,947 $451,000
Q4 2021

Jan 18, 2022
BUY
$76.01 - $83.39 $108,694 - $119,247
1,430 Added 32.05%
5,892 $474,000
Q2 2021

Jul 19, 2021
BUY
$74.64 - $79.12 $5,598 - $5,934
75 Added 1.71%
4,462 $349,000
Q1 2021

Apr 20, 2021
BUY
$67.07 - $76.85 $33,535 - $38,425
500 Added 12.86%
4,387 $327,000
Q4 2020

Jan 13, 2021
SELL
$55.93 - $68.45 $5,593 - $6,845
-100 Reduced 2.51%
3,887 $265,000
Q2 2020

Jul 14, 2020
BUY
$39.01 - $57.03 $155,532 - $227,378
3,987 New
3,987 $210,000
Q1 2020

Apr 16, 2020
SELL
$35.83 - $62.24 $136,583 - $237,258
-3,812 Closed
0 $0
Q4 2019

Jan 21, 2020
SELL
$54.56 - $60.24 $5,456 - $6,024
-100 Reduced 2.56%
3,812 $229,000
Q3 2019

Oct 22, 2019
BUY
$56.23 - $57.59 $219,971 - $225,292
3,912 New
3,912 $221,000
Q4 2018

Jan 24, 2019
SELL
N/A
-2,612 Closed
0 $0
Q3 2018

Nov 06, 2018
BUY
N/A
2,612 New
2,612 $0

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
151M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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