Planning Capital Management Corp Schwab Strategic Tr Us Large C Transaction History
Planning Capital Management Corp
- $137 Billion
- Q1 2024
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 5,629 shares of SCHG stock, worth $565,601. This represents 0.38% of its overall portfolio holdings.
Number of Shares
5,629
Previous 5,676
0.83%
Holding current value
$565,601
Previous $471 Million
10.85%
% of portfolio
0.38%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,193Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.14 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$913 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$912 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$875 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$495 Million1.05% of portfolio