Planning Capital Management Corp Schwab Strategic U.S. Mid Cap Transaction History

Planning Capital Management Corp

  • $151 Billion
  • Q3 2024

A detailed history of Planning Capital Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Planning Capital Management Corp holds 11,327 shares of SCHM stock, worth $325,651. This represents 0.62% of its overall portfolio holdings.

Number of Shares
11,327
Previous 12,052 6.02%
Holding current value
$325,651
Previous $938 Million 0.33%
% of portfolio
0.62%
Previous 0.66%

Shares

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

Nov 06, 2024
SELL
$75.47 - $83.18 $54,715 - $60,305
-725 Reduced 6.02%
11,327 $941 Million
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $1,740 - $1,867
23 Added 0.19%
12,052 $938 Million
Q1 2024

Apr 26, 2024
SELL
$72.89 - $81.43 $121,070 - $135,255
-1,661 Reduced 12.13%
12,029 $980 Million
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $862,606 - $1.04 Million
13,690 New
13,690 $1.03 Billion

Others Institutions Holding SCHM

# of Institutions
980
Shares Held
173M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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