Plancorp, LLC Schwab Strategic Tr Us Large C Transaction History

Plancorp, LLC

$3.11 Billion
Q3 2025

A detailed history of Plancorp, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plancorp, LLC holds 23,122 shares of SCHV stock, worth $670,306. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,122

Previous 41,126 43.78%

Holding current value

$670,306

Previous $1.14 Million 40.81%

% of portfolio

0.02%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$27.61 - $29.15 $497,090 - $524,816	-18,004 Reduced 43.78%	23,122 $673,000
Q2 2025 Jul 15, 2025	BUY	$23.55 - $27.67 $443,281 - $520,832	18,823 Added 84.4%	41,126 $1.14 Million
Q4 2024 Feb 11, 2025	BUY	$25.79 - $80.4 $383,445 - $1.2 Million	14,868 Added 199.97%	22,303 $581,000
Q4 2023 Feb 09, 2024	SELL	$61.16 - $70.24 $61 - $70	-1 Reduced 0.01%	7,435 $521,000
Q3 2023 Nov 08, 2023	BUY	$64.45 - $69.39 $248,132 - $267,151	3,850 Added 107.36%	7,436 $479,000

Q4 2022 Feb 14, 2023	SELL	$59.13 - $69.24 $50,378 - $58,992	-852 Reduced 19.2%	3,586 $236,000
Q1 2022 May 13, 2022	BUY	$67.71 - $74.19 $1,286 - $1,409	19 Added 0.43%	4,438 $317,000
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $1,697 - $1,832	25 Added 0.57%	4,419 $324,000
Q3 2021 Nov 15, 2021	BUY	$66.91 - $71.05 $294,002 - $312,193	4,394 New	4,394 $296,000

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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