Planning Capital Management Corp Schwab Strategic Tr Us Broad M Transaction History

Planning Capital Management Corp

  • $151 Billion
  • Q3 2024

A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Planning Capital Management Corp holds 50,261 shares of SCHB stock, worth $1.3 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
50,261
Previous 50,603 0.68%
Holding current value
$1.3 Million
Previous $3.18 Billion 5.09%
% of portfolio
2.22%
Previous 2.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$59.93 - $66.52 $20,496 - $22,749
-342 Reduced 0.68%
50,261 $3.34 Billion
Q2 2024

Aug 12, 2024
SELL
$57.57 - $63.3 $206,330 - $226,867
-3,584 Reduced 6.61%
50,603 $3.18 Billion
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $183,544 - $205,189
-3,361 Reduced 5.84%
54,187 $3.31 Billion
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $2.74 Million - $3.22 Million
57,548 New
57,548 $3.2 Billion

Others Institutions Holding SCHB

# of Institutions
1,377
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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