Capital Planning LLC Schwab Strategic Tr Us Small C Transaction History

Capital Planning LLC

  • $362 Million
  • Q4 2024

A detailed history of Capital Planning LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Planning LLC holds 19,392 shares of SCHA stock, worth $496,629. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,392
Holding current value
$496,629
% of portfolio
0.14%

Shares

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

Jan 14, 2025
BUY
$25.33 - $51.16 $491,199 - $992,094
19,392 New
19,392 $501,000
Q2 2024

Jul 11, 2024
BUY
$45.24 - $49.04 $28,636 - $31,042
633 Added 11.84%
5,980 $283,000
Q1 2024

Apr 12, 2024
BUY
$44.84 - $49.24 $239,759 - $263,286
5,347 New
5,347 $263,000
Q3 2023

Oct 20, 2023
BUY
$40.85 - $46.1 $966,265 - $1.09 Million
23,654 New
23,654 $979,000
Q1 2023

Apr 28, 2023
BUY
$39.82 - $46.36 $1.28 Million - $1.49 Million
32,182 Added 23.19%
170,928 $7.17 Million
Q4 2022

Jan 26, 2023
BUY
$38.25 - $43.54 $5.31 Million - $6.04 Million
138,746 New
138,746 $0
Q2 2022

Jul 22, 2022
SELL
$37.88 - $48.01 $5.59 Million - $7.09 Million
-147,627 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$44.42 - $51.73 $4.74 Million - $5.53 Million
106,817 Added 261.74%
147,627 $6.99 Million
Q4 2021

Jan 31, 2022
BUY
$48.64 - $55.07 $1.47 Million - $1.66 Million
30,137 Added 282.37%
40,810 $4.18 Million
Q3 2021

Oct 19, 2021
SELL
$48.3 - $52.49 $2.14 Million - $2.32 Million
-44,264 Reduced 80.57%
10,673 $1.07 Million
Q2 2021

Jul 21, 2021
SELL
$48.39 - $52.91 $527,789 - $577,089
-10,907 Reduced 16.56%
54,937 $5.72 Million
Q1 2021

Apr 22, 2021
BUY
$43.89 - $52.63 $991,255 - $1.19 Million
22,585 Added 52.21%
65,844 $6.56 Million
Q4 2020

Feb 16, 2021
BUY
$34.66 - $45.17 $1.5 Million - $1.95 Million
43,259 New
43,259 $3.85 Million

Others Institutions Holding SCHA

# of Institutions
1,242
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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