Pds Planning, Inc Schwab Strategic Tr Intl Eqty Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Pds Planning, Inc holds 9,066 shares of SCHF stock, worth $178,237. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,066

Previous 6,330 43.22%

Holding current value

$178,237

Previous $243,000 53.09%

% of portfolio

0.03%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$36.98 - $41.55 $101,177 - $113,680	2,736 Added 43.22%	9,066 $372,000
Q2 2024 Aug 07, 2024	BUY	$37.19 - $39.82 $4,909 - $5,256	132 Added 2.13%	6,330 $243,000
Q1 2024 May 01, 2024	SELL	$35.71 - $39.11 $14,891 - $16,308	-417 Reduced 6.3%	6,198 $241,000
Q4 2023 Feb 01, 2024	SELL	$32.37 - $37.01 $13,109 - $14,989	-405 Reduced 5.77%	6,615 $244,000
Q3 2023 Oct 20, 2023	BUY	$33.82 - $36.71 $46,231 - $50,182	1,367 Added 24.18%	7,020 $238,000
Q2 2023 Jul 20, 2023	BUY	$34.48 - $36.54 $4,999 - $5,298	145 Added 2.63%	5,653 $201,000
Q1 2023 May 01, 2023	BUY	$32.42 - $35.44 $12,838 - $14,034	396 Added 7.75%	5,508 $191,000
Q4 2022 Jan 26, 2023	BUY	$28.0 - $33.87 $6,384 - $7,722	228 Added 4.67%	5,112 $0
Q3 2022 Nov 02, 2022	BUY	$28.01 - $33.61 $15,377 - $18,451	549 Added 12.66%	4,884 $137,000
Q2 2022 Jul 15, 2022	BUY	$31.13 - $37.19 $130,496 - $155,900	4,192 Added 2931.47%	4,335 $136,000
Q1 2022 Apr 18, 2022	BUY	$33.67 - $39.47 $4,814 - $5,644	143 New	143 $5,000
Q4 2021 Jan 25, 2022	SELL	$37.77 - $40.6 $944 - $1,015	-25 Closed	0 $0
Q1 2021 Apr 20, 2021	BUY	$35.74 - $38.15 $893 - $953	25 New	25 $1,000

Others Institutions Holding SCHF

# of Institutions

1,225

Shares Held

868M

Call Options Held

38.3K

Put Options Held

600

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account