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 2,373 shares of SCHV stock, worth $61,460. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,373
Previous 2,347
1.11%
Holding current value
$61,460
Previous $174 Million
9.72%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.01 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$828 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$413 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$262 Million0.66% of portfolio