Planning Capital Management Corp Schwab Strategic Tr Us Large C Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Planning Capital Management Corp holds 5,636 shares of SCHG stock, worth $154,370. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,636
Previous 5,629
0.12%
Holding current value
$154,370
Previous $568 Million
3.43%
% of portfolio
0.39%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,465Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.05 Billion1.41% of portfolio