Planning Capital Management Corp Schwab Strategic U.S. Mid Cap Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Planning Capital Management Corp holds 11,327 shares of SCHM stock, worth $289,744. This represents 0.62% of its overall portfolio holdings.
Number of Shares
11,327
Previous 12,052
6.02%
Holding current value
$289,744
Previous $938 Million
0.33%
% of portfolio
0.62%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio