Planning Capital Management Corp Schwab Strategic Tr Us Broad M Transaction History
Planning Capital Management Corp
- $142 Billion
- Q2 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Planning Capital Management Corp holds 50,603 shares of SCHB stock, worth $3.36 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
50,603
Previous 54,187
6.61%
Holding current value
$3.36 Million
Previous $3.31 Billion
3.83%
% of portfolio
2.25%
Previous 2.42%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio