Capital Planning LLC Schwab Strategic Tr Us Emergin Transaction History

Capital Planning LLC

  • $343 Million
  • Q3 2024

A detailed history of Capital Planning LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Capital Planning LLC holds 21,257 shares of SCHE stock, worth $572,238. This represents 0.18% of its overall portfolio holdings.

Number of Shares
21,257
Previous 8,486 150.49%
Holding current value
$572,238
Previous $225,000 175.56%
% of portfolio
0.18%
Previous 0.07%

Shares

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

Oct 16, 2024
BUY
$25.45 - $29.53 $325,021 - $377,127
12,771 Added 150.49%
21,257 $620,000
Q2 2024

Jul 11, 2024
SELL
$24.67 - $27.2 $205,180 - $226,222
-8,317 Reduced 49.5%
8,486 $225,000
Q1 2024

Apr 12, 2024
BUY
$23.47 - $25.45 $64,425 - $69,860
2,745 Added 19.53%
16,803 $424,000
Q4 2023

Jan 22, 2024
BUY
$23.04 - $24.89 $323,896 - $349,903
14,058 New
14,058 $348,000
Q2 2021

Jul 21, 2021
SELL
$31.06 - $33.61 $1.96 Million - $2.12 Million
-63,028 Closed
0 $0
Q1 2021

Apr 22, 2021
SELL
$30.78 - $34.63 $1.87 Million - $2.11 Million
-60,814 Reduced 49.11%
63,028 $2 Million
Q4 2020

Feb 16, 2021
BUY
$26.72 - $30.68 $3.31 Million - $3.8 Million
123,842 New
123,842 $3.8 Million

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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