Strategic Planning Group, LLC Usaa ETF Tr Core Intermediate Transaction History

Strategic Planning Group, LLC

$740 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$45.95 - $47.33 $112,118 - $115,485	2,440 Added 7.13%	36,683 $1.73 Billion
Q1 2025 Apr 10, 2025	BUY	$45.41 - $47.18 $210,429 - $218,632	4,634 Added 15.65%	34,243 $1.61 Billion
Q4 2024 Jan 23, 2025	BUY	$45.83 - $48.07 $304,906 - $319,809	6,653 Added 28.98%	29,609 $1.36 Billion
Q3 2024 Oct 16, 2024	BUY	$45.71 - $48.29 $19,609 - $20,716	429 Added 1.9%	22,956 $1.1 Billion
Q2 2024 Aug 02, 2024	BUY	$45.08 - $46.44 $47,198 - $48,622	1,047 Added 4.87%	22,527 $1.04 Billion

Q1 2024 Apr 12, 2024	SELL	$45.85 - $47.11 $235,210 - $241,674	-5,130 Reduced 19.28%	21,480 $996 Million
Q4 2023 Apr 11, 2024	BUY	$43.37 - $47.09 $1.15 Million - $1.25 Million	26,610 New	26,610 $1.25 Billion

Others Institutions Holding UITB

# of Institutions

151

Shares Held

51.7M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

14.7M
Shares

$698 Million
0.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$265 Million
0.04% of portfolio
Morgan Stanley New York, NY

3.7M
Shares

$175 Million
0.01% of portfolio
United Services Automobile Association San Antonio, TX

2.42M
Shares

$115 Million
8.04% of portfolio
Bogart Wealth, LLC

1.99M
Shares

$94.3 Million
3.86% of portfolio

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