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

Asset Planning Services Inc

  • $179 Million
  • Q1 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 52,937 shares of SCHX stock, worth $3.43 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
52,937
Previous 54,373 2.64%
Holding current value
$3.43 Million
Previous $3.07 Million 7.11%
% of portfolio
1.84%
Previous 1.87%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $29,046 - $31,785
660 Added 1.49%
44,966 $2.03 Million
Q3 2022

Oct 19, 2022
BUY
N/A
2,075 Added 4.91%
44,306 $1.88 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-2,300 Reduced 5.16%
42,231 $1.89 Million
Q1 2022

Apr 22, 2022
BUY
N/A
22,778 Added 104.71%
44,531 $2.4 Million
Q4 2021

Jan 18, 2022
BUY
N/A
3,068 Added 16.42%
21,753 $2.48 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-100 Reduced 0.53%
18,685 $1.94 Million
Q2 2021

Jul 19, 2021
BUY
N/A
765 Added 4.25%
18,785 $1.95 Million
Q1 2021

Apr 20, 2021
BUY
N/A
1,390 Added 8.36%
18,020 $1.73 Million
Q4 2020

Jan 13, 2021
SELL
N/A
-100 Reduced 0.6%
16,630 $1.51 Million
Q2 2020

Jul 14, 2020
BUY
N/A
2,185 Added 15.02%
16,730 $1.24 Million
Q1 2020

Apr 16, 2020
BUY
N/A
275 Added 1.93%
14,545 $891,000
Q4 2019

Jan 21, 2020
SELL
N/A
-395 Reduced 2.69%
14,270 $1.1 Million
Q3 2019

Oct 22, 2019
BUY
N/A
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
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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