Asset Planning Services Inc Schwab Strategic Tr Us Small C Transaction History

Asset Planning Services Inc

  • $202 Million
  • Q3 2024

A detailed history of Asset Planning Services Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Asset Planning Services Inc holds 15,036 shares of SCHA stock, worth $391,236. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,036
Previous 14,446 4.08%
Holding current value
$391,236
Previous $685,000 12.99%
% of portfolio
0.38%
Previous 0.36%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$46.9 - $51.96 $27,671 - $30,656
590 Added 4.08%
15,036 $774,000
Q2 2024

Jul 25, 2024
BUY
$45.24 - $49.04 $37,277 - $40,408
824 Added 6.05%
14,446 $685,000
Q1 2024

Apr 23, 2024
SELL
$44.84 - $49.24 $35,872 - $39,392
-800 Reduced 5.55%
13,622 $671,000
Q4 2023

Jan 16, 2024
SELL
$38.13 - $48.02 $16,205 - $20,408
-425 Reduced 2.86%
14,422 $681,000
Q3 2023

Oct 19, 2023
SELL
$40.85 - $46.1 $10,130 - $11,432
-248 Reduced 1.64%
14,847 $615,000
Q2 2023

Jul 21, 2023
BUY
$39.91 - $43.82 $19,755 - $21,690
495 Added 3.39%
15,095 $661,000
Q1 2023

Apr 21, 2023
BUY
$39.82 - $46.36 $27,276 - $31,756
685 Added 4.92%
14,600 $612,000
Q3 2022

Oct 19, 2022
SELL
$37.65 - $45.9 $16,942 - $20,655
-450 Reduced 3.13%
13,915 $526,000
Q2 2022

Jul 22, 2022
SELL
$37.88 - $48.01 $15,152 - $19,204
-400 Reduced 2.71%
14,365 $560,000
Q1 2022

Apr 22, 2022
BUY
$44.42 - $51.73 $267,186 - $311,155
6,015 Added 68.74%
14,765 $699,000
Q4 2021

Jan 18, 2022
BUY
$48.64 - $55.07 $8,512 - $9,637
175 Added 2.04%
8,750 $896,000
Q2 2021

Jul 19, 2021
BUY
$48.39 - $52.91 $1,935 - $2,116
40 Added 0.47%
8,575 $893,000
Q1 2021

Apr 20, 2021
SELL
$43.89 - $52.63 $36,209 - $43,419
-825 Reduced 8.81%
8,535 $851,000
Q4 2020

Jan 13, 2021
SELL
$34.66 - $45.17 $1,732 - $2,258
-50 Reduced 0.53%
9,360 $833,000
Q3 2020

Oct 13, 2020
SELL
$32.09 - $36.38 $102,688 - $116,416
-3,200 Reduced 25.38%
9,410 $643,000
Q2 2020

Jul 14, 2020
SELL
$23.59 - $35.22 $3,538 - $5,283
-150 Reduced 1.18%
12,610 $824,000
Q1 2020

Apr 16, 2020
SELL
$22.29 - $38.7 $557 - $967
-25 Reduced 0.2%
12,760 $657,000
Q4 2019

Jan 21, 2020
BUY
$33.63 - $38.03 $8,575 - $9,697
255 Added 2.04%
12,785 $967,000
Q3 2019

Oct 22, 2019
BUY
$34.78 - $36.12 $11,303 - $11,739
325 Added 2.66%
12,530 $874,000
Q2 2019

Jul 25, 2019
BUY
N/A
125 Added 1.03%
12,205 $872,000
Q1 2019

Apr 30, 2019
SELL
N/A
-275 Reduced 2.23%
12,080 $845,000
Q4 2018

Jan 24, 2019
BUY
N/A
190 Added 1.56%
12,355 $750,000
Q3 2018

Nov 06, 2018
BUY
N/A
235 Added 1.97%
12,165 $0
Q2 2018

Jul 17, 2018
BUY
N/A
780 Added 7.0%
11,930 $878,000
Q1 2018

Apr 17, 2018
BUY
N/A
200 Added 1.83%
11,150 $770,000
Q4 2017

Jan 25, 2018
BUY
N/A
1,775 Added 19.35%
10,950 $764,000
Q3 2017

Nov 13, 2017
BUY
N/A
1,750 Added 23.57%
9,175 $618,000
Q2 2017

Aug 08, 2017
BUY
N/A
7,425
7,425 $475,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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