Planned Solutions, Inc. Schwab Strategic Tr Us Emergin Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Planned Solutions, Inc. holds 12,410 shares of SCHE stock, worth $342,640. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,410

Previous 11,154 11.26%

Holding current value

$342,640

Previous $297,000 15.15%

% of portfolio

0.15%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$25.81 - $28.52 $32,417 - $35,821	1,256 Added 11.26%	12,410 $342,000
Q4 2024 Jan 16, 2025	BUY	$26.63 - $30.23 $17,176 - $19,498	645 Added 6.14%	11,154 $297,000
Q3 2024 Oct 08, 2024	BUY	$25.45 - $29.53 $56,448 - $65,497	2,218 Added 26.75%	10,509 $306,000
Q2 2024 Jul 24, 2024	BUY	$24.67 - $27.2 $204,538 - $225,515	8,291 New	8,291 $220,000
Q4 2023 Jan 17, 2024	BUY	$23.04 - $24.89 $169,873 - $183,513	7,373 New	7,373 $182,000
Q1 2021 Apr 29, 2021	SELL	$30.78 - $34.63 $115,055 - $129,446	-3,738 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$26.72 - $30.68 $3,633 - $4,172	136 Added 3.78%	3,738 $115,000
Q3 2020 Nov 06, 2020	BUY	$24.69 - $27.71 $88,933 - $99,811	3,602 New	3,602 $96,000

Others Institutions Holding SCHE

# of Institutions

835

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Planned Solutions, Inc. Schwab Strategic Tr Us Emergin Transaction History