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 $181,817. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,636
Previous 5,629
0.12%
Holding current value
$181,817
Previous $568 Million
3.43%
% of portfolio
0.39%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,683Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio