Pds Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Pds Planning, Inc

  • $1.42 Billion
  • Q3 2025

A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pds Planning, Inc holds 6,887 shares of SCHX stock, worth $182,780. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,887
Previous 6,886 0.01%
Holding current value
$182,780
Previous $168,000 7.74%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$24.46 - $26.5 $24 - $26
1 Added 0.01%
6,887 $181,000
Q2 2025

Jul 24, 2025
SELL
$19.6 - $24.44 $317,735 - $396,196
-16,211 Reduced 70.19%
6,886 $168,000
Q1 2025

Apr 23, 2025
BUY
$21.75 - $24.28 $502,359 - $560,795
23,097 New
23,097 $509,000
Q3 2023

Oct 20, 2023
BUY
$50.36 - $54.21 $222,440 - $239,445
4,417 New
4,417 $223,000
Q1 2019

Apr 19, 2019
SELL
N/A
-4,436 Closed
0 $0
Q4 2018

Feb 08, 2019
BUY
N/A
278 Added 6.69%
4,436 $265,000
Q1 2018

May 03, 2018
BUY
N/A
4,158 New
4,158 $262,000

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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