Planning Capital Management Corp Schwab Strategic Tr Us Large C Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 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 5,636 shares of SCHG stock, worth $160,851. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,636
Previous 5,629
0.12%
Holding current value
$160,851
Previous $568 Million
3.43%
% of portfolio
0.39%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,420Shares Held
2.1BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.6 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.14 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.09 Billion1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$629 Million0.26% of portfolio