A detailed history of Plancorp, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plancorp, LLC holds 35,674 shares of SCHG stock, worth $1.15 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
35,674
Previous 79,868 55.33%
Holding current value
$1.15 Million
Previous $2.33 Million 51.2%
% of portfolio
0.04%
Previous 0.08%

Shares

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

Oct 15, 2025

SELL
$28.92 - $32.19 $1.28 Million - $1.42 Million
-44,194 Reduced 55.33%
35,674 $1.14 Million
Q2 2025

Jul 15, 2025

BUY
$22.27 - $29.21 $89 - $116
4 Added 0.01%
79,868 $2.33 Million
Q1 2025

May 15, 2025

BUY
$24.91 - $29.02 $850,527 - $990,858
34,144 Added 74.68%
79,864 $2 Million
Q4 2024

Feb 11, 2025

BUY
$25.93 - $105.3 $889,165 - $3.61 Million
34,291 Added 300.03%
45,720 $1.27 Million
Q3 2024

Nov 12, 2024

SELL
$92.63 - $105.69 $6,020 - $6,869
-65 Reduced 0.57%
11,429 $1.19 Million
Q2 2024

Aug 09, 2024

BUY
$87.04 - $101.61 $5,831 - $6,807
67 Added 0.59%
11,494 $1.16 Million
Q1 2024

May 14, 2024

BUY
$80.6 - $93.32 $80 - $93
1 Added 0.01%
11,427 $1.06 Million
Q3 2023

Nov 08, 2023

BUY
$71.99 - $78.02 $822,557 - $891,456
11,426 New
11,426 $830,000
Q4 2020

Feb 09, 2021

SELL
$55.95 - $64.38 $104,458 - $120,197
-1,867 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$51.42 - $61.56 $96,001 - $114,932
1,867 New
1,867 $215,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Plancorp, LLC Portfolio

Follow Plancorp, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Plancorp, LLC with notifications on news.