Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Planning Group, LLC

  • $740 Billion
  • Q3 2025

A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 9,499 shares of SCHX stock, worth $252,103. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,499
Previous 9,473 0.27%
Holding current value
$252,103
Previous $232 Million 8.08%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$24.46 - $26.5 $635 - $689
26 Added 0.27%
9,499 $250 Million
Q2 2025

Jul 14, 2025
SELL
$19.6 - $24.44 $31,183 - $38,884
-1,591 Reduced 14.38%
9,473 $232 Million
Q1 2025

Apr 10, 2025
BUY
$21.75 - $24.28 $739 - $825
34 Added 0.31%
11,064 $244 Million
Q4 2024

Jan 23, 2025
BUY
$22.4 - $68.28 $164,998 - $502,950
7,366 Added 201.04%
11,030 $256 Million
Q3 2024

Oct 16, 2024
BUY
$61.11 - $67.85 $1,344 - $1,492
22 Added 0.6%
3,664 $249 Million
Q2 2024

Aug 02, 2024
BUY
$58.7 - $64.78 $213,785 - $235,928
3,642 New
3,642 $234 Million

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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