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 5,336 shares of SCHX stock, worth $126,996. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,336
Previous 5,555 3.94%
Holding current value
$126,996
Previous $357 Million 1.42%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Nov 06, 2024

SELL
$61.11 - $67.85 $13,383 - $14,859
-219 Reduced 3.94%
5,336 $362 Million
Q1 2024

Apr 26, 2024

SELL
$55.41 - $62.08 $60,230 - $67,480
-1,087 Reduced 16.37%
5,555 $345 Million
Q4 2023

Feb 14, 2024

BUY
$48.47 - $56.6 $321,937 - $375,937
6,642 New
6,642 $375 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Planning Capital Management Corp Portfolio

Follow Planning Capital Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Capital Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Planning Capital Management Corp with notifications on news.