Asset Planning Services Inc Schwab Strategic Tr Us Large C Transaction History

Asset Planning Services Inc

  • $205 Million
  • Q4 2024

A detailed history of Asset Planning Services Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asset Planning Services Inc holds 175,135 shares of SCHX stock, worth $3.98 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
175,135
Previous 57,654 203.77%
Holding current value
$3.98 Million
Previous $3.91 Million 3.78%
% of portfolio
1.98%
Previous 1.93%

Shares

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

Jan 17, 2025
BUY
$22.4 - $68.28 $2.63 Million - $8.02 Million
117,481 Added 203.77%
175,135 $4.06 Million
Q3 2024

Oct 22, 2024
BUY
$61.11 - $67.85 $233,073 - $258,779
3,814 Added 7.08%
57,654 $3.91 Million
Q2 2024

Jul 25, 2024
BUY
$58.7 - $64.78 $53,006 - $58,496
903 Added 1.71%
53,840 $3.46 Million
Q1 2024

Apr 23, 2024
SELL
$55.41 - $62.08 $79,568 - $89,146
-1,436 Reduced 2.64%
52,937 $3.29 Million
Q4 2023

Jan 16, 2024
BUY
$48.47 - $56.6 $5,428 - $6,339
112 Added 0.21%
54,373 $3.07 Million
Q3 2023

Oct 19, 2023
BUY
$50.36 - $54.21 $114,317 - $123,056
2,270 Added 4.37%
54,261 $2.75 Million
Q2 2023

Jul 21, 2023
BUY
$47.67 - $52.37 $175,902 - $193,245
3,690 Added 7.64%
51,991 $2.72 Million
Q1 2023

Apr 21, 2023
BUY
$44.78 - $49.41 $149,341 - $164,782
3,335 Added 7.42%
48,301 $2.34 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $27,885 - $31,785
660 Added 1.49%
44,966 $2.03 Million
Q3 2022

Oct 19, 2022
BUY
$42.35 - $51.01 $87,876 - $105,845
2,075 Added 4.91%
44,306 $1.88 Million
Q2 2022

Jul 22, 2022
SELL
$43.35 - $54.51 $99,705 - $125,373
-2,300 Reduced 5.16%
42,231 $1.89 Million
Q1 2022

Apr 22, 2022
BUY
$49.51 - $57.27 $1.13 Million - $1.3 Million
22,778 Added 104.71%
44,531 $2.4 Million
Q4 2021

Jan 18, 2022
BUY
$51.9 - $57.29 $159,229 - $175,765
3,068 Added 16.42%
21,753 $2.48 Million
Q3 2021

Oct 19, 2021
SELL
$51.52 - $54.94 $5,152 - $5,494
-100 Reduced 0.53%
18,685 $1.94 Million
Q2 2021

Jul 19, 2021
BUY
$48.62 - $52.01 $37,194 - $39,787
765 Added 4.25%
18,785 $1.95 Million
Q1 2021

Apr 20, 2021
BUY
$44.9 - $48.34 $62,411 - $67,192
1,390 Added 8.36%
18,020 $1.73 Million
Q4 2020

Jan 13, 2021
SELL
$39.35 - $45.48 $3,935 - $4,548
-100 Reduced 0.6%
16,630 $1.51 Million
Q2 2020

Jul 14, 2020
BUY
$29.25 - $38.76 $63,911 - $84,690
2,185 Added 15.02%
16,730 $1.24 Million
Q1 2020

Apr 16, 2020
BUY
$26.61 - $40.52 $7,317 - $11,143
275 Added 1.93%
14,545 $891,000
Q4 2019

Jan 21, 2020
SELL
$34.42 - $38.54 $13,595 - $15,223
-395 Reduced 2.69%
14,270 $1.1 Million
Q3 2019

Oct 22, 2019
BUY
$35.28 - $36.01 $21,873 - $22,326
620 Added 4.41%
14,665 $1.04 Million
Q2 2019

Jul 25, 2019
BUY
N/A
800 Added 6.04%
14,045 $986,000
Q1 2019

Apr 30, 2019
BUY
N/A
275 Added 2.12%
13,245 $895,000
Q4 2018

Jan 24, 2019
BUY
N/A
510 Added 4.09%
12,970 $774,000
Q3 2018

Nov 06, 2018
BUY
N/A
1,360 Added 12.25%
12,460 $0
Q2 2018

Jul 17, 2018
BUY
N/A
1,880 Added 20.39%
11,100 $721,000
Q1 2018

Apr 17, 2018
BUY
N/A
1,125 Added 13.9%
9,220 $581,000
Q4 2017

Jan 25, 2018
BUY
N/A
1,950 Added 31.73%
8,095 $516,000
Q3 2017

Nov 13, 2017
BUY
N/A
350 Added 6.04%
6,145 $368,000
Q2 2017

Aug 08, 2017
BUY
N/A
5,795
5,795 $335,000

Others Institutions Holding SCHX

# of Institutions
1,475
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
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 Asset Planning Services Inc Portfolio

Follow Asset Planning Services Inc 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 Asset Planning Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email