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

Asset Planning Services Inc

  • $205 Million
  • Q4 2024

A detailed history of Asset Planning Services Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asset Planning Services Inc holds 175,135 shares of SCHX stock, worth $4.18 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
175,135
Previous 57,654 203.77%
Holding current value
$4.18 Million
Previous $3.91 Million 3.78%
% of portfolio
1.98%
Previous 1.93%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$22.4 - $68.28 $2.63 Million - $8.02 Million
117,481 Added 203.77%
175,135 $4.06 Million
Q3 2024

Oct 22, 2024
BUY
$61.11 - $67.85 $233,073 - $258,779
3,814 Added 7.08%
57,654 $3.91 Million
Q2 2024

Jul 25, 2024
BUY
$58.7 - $64.78 $53,006 - $58,496
903 Added 1.71%
53,840 $3.46 Million
Q1 2024

Apr 23, 2024
SELL
$55.41 - $62.08 $79,568 - $89,146
-1,436 Reduced 2.64%
52,937 $3.29 Million
Q4 2023

Jan 16, 2024
BUY
$48.47 - $56.6 $5,428 - $6,339
112 Added 0.21%
54,373 $3.07 Million
Q3 2023

Oct 19, 2023
BUY
$50.36 - $54.21 $114,317 - $123,056
2,270 Added 4.37%
54,261 $2.75 Million
Q2 2023

Jul 21, 2023
BUY
$47.67 - $52.37 $175,902 - $193,245
3,690 Added 7.64%
51,991 $2.72 Million
Q1 2023

Apr 21, 2023
BUY
$44.78 - $49.41 $149,341 - $164,782
3,335 Added 7.42%
48,301 $2.34 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $27,885 - $31,785
660 Added 1.49%
44,966 $2.03 Million
Q3 2022

Oct 19, 2022
BUY
$42.35 - $51.01 $87,876 - $105,845
2,075 Added 4.91%
44,306 $1.88 Million
Q2 2022

Jul 22, 2022
SELL
$43.35 - $54.51 $99,705 - $125,373
-2,300 Reduced 5.16%
42,231 $1.89 Million
Q1 2022

Apr 22, 2022
BUY
$49.51 - $57.27 $1.13 Million - $1.3 Million
22,778 Added 104.71%
44,531 $2.4 Million
Q4 2021

Jan 18, 2022
BUY
$51.9 - $57.29 $159,229 - $175,765
3,068 Added 16.42%
21,753 $2.48 Million
Q3 2021

Oct 19, 2021
SELL
$51.52 - $54.94 $5,152 - $5,494
-100 Reduced 0.53%
18,685 $1.94 Million
Q2 2021

Jul 19, 2021
BUY
$48.62 - $52.01 $37,194 - $39,787
765 Added 4.25%
18,785 $1.95 Million
Q1 2021

Apr 20, 2021
BUY
$44.9 - $48.34 $62,411 - $67,192
1,390 Added 8.36%
18,020 $1.73 Million
Q4 2020

Jan 13, 2021
SELL
$39.35 - $45.48 $3,935 - $4,548
-100 Reduced 0.6%
16,630 $1.51 Million
Q2 2020

Jul 14, 2020
BUY
$29.25 - $38.76 $63,911 - $84,690
2,185 Added 15.02%
16,730 $1.24 Million
Q1 2020

Apr 16, 2020
BUY
$26.61 - $40.52 $7,317 - $11,143
275 Added 1.93%
14,545 $891,000
Q4 2019

Jan 21, 2020
SELL
$34.42 - $38.54 $13,595 - $15,223
-395 Reduced 2.69%
14,270 $1.1 Million
Q3 2019

Oct 22, 2019
BUY
$35.28 - $36.01 $21,873 - $22,326
620 Added 4.41%
14,665 $1.04 Million
Q2 2019

Jul 25, 2019
BUY
N/A
800 Added 6.04%
14,045 $986,000
Q1 2019

Apr 30, 2019
BUY
N/A
275 Added 2.12%
13,245 $895,000
Q4 2018

Jan 24, 2019
BUY
N/A
510 Added 4.09%
12,970 $774,000
Q3 2018

Nov 06, 2018
BUY
N/A
1,360 Added 12.25%
12,460 $0
Q2 2018

Jul 17, 2018
BUY
N/A
1,880 Added 20.39%
11,100 $721,000
Q1 2018

Apr 17, 2018
BUY
N/A
1,125 Added 13.9%
9,220 $581,000
Q4 2017

Jan 25, 2018
BUY
N/A
1,950 Added 31.73%
8,095 $516,000
Q3 2017

Nov 13, 2017
BUY
N/A
350 Added 6.04%
6,145 $368,000
Q2 2017

Aug 08, 2017
BUY
N/A
5,795
5,795 $335,000

Others Institutions Holding SCHX

# of Institutions
1,380
Shares Held
496M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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