Consolidated Planning Corp Schwab Strategic Tr Us Large C Transaction History

Consolidated Planning Corp

$656 Million
Q4 2024

A detailed history of Consolidated Planning Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consolidated Planning Corp holds 14,340 shares of SCHG stock, worth $414,999. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,340

Previous 3,585 300.0%

Holding current value

$414,999

Previous $373,000 6.97%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.93 - $105.3 $278,877 - $1.13 Million	10,755 Added 300.0%	14,340 $399,000
Q1 2024 May 02, 2024	SELL	$80.6 - $93.32 $8,382 - $9,705	-104 Reduced 2.82%	3,585 $332,000
Q3 2023 Nov 08, 2023	BUY	$71.99 - $78.02 $7,486 - $8,114	104 Added 2.9%	3,689 $268,000
Q1 2023 May 04, 2023	BUY	$54.19 - $65.17 $194,271 - $233,634	3,585 New	3,585 $233,000
Q3 2022 Nov 04, 2022	SELL	$55.81 - $69.25 $25,170 - $31,231	-451 Reduced 11.17%	3,585 $200,000
Q1 2022 May 03, 2022	BUY	$65.63 - $82.62 $132,441 - $166,727	2,018 Added 100.0%	4,036 $302,000
Q3 2021 Nov 17, 2021	BUY	$73.24 - $78.94 $147,798 - $159,300	2,018 New	2,018 $299,000

Others Institutions Holding SCHG

# of Institutions

1,448

Shares Held

2.24B

Call Options Held

264K

Put Options Held

98K

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About SCHWAB STRATEGIC TR US LARGE-C

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Consolidated Planning Corp Schwab Strategic Tr Us Large C Transaction History