A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Holistic Planning, LLC holds 2,101 shares of SCHG stock, worth $57,105. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,101
Holding current value
$57,105
% of portfolio
0.09%

Shares

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

Nov 01, 2024

BUY
$92.63 - $105.69 $194,615 - $222,054
2,101 New
2,101 $219 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.