Consolidated Planning Corp Schwab Strategic Tr Us Large C Transaction History

Consolidated Planning Corp

  • $656 Million
  • Q4 2024

A detailed history of Consolidated Planning Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consolidated Planning Corp holds 14,340 shares of SCHG stock, worth $375,277. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,340
Previous 3,585 300.0%
Holding current value
$375,277
Previous $373,000 6.97%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 29, 2025
BUY
$25.93 - $105.3 $278,877 - $1.13 Million
10,755 Added 300.0%
14,340 $399,000
Q1 2024

May 02, 2024
SELL
$80.6 - $93.32 $8,382 - $9,705
-104 Reduced 2.82%
3,585 $332,000
Q3 2023

Nov 08, 2023
BUY
$71.99 - $78.02 $7,486 - $8,114
104 Added 2.9%
3,689 $268,000
Q1 2023

May 04, 2023
BUY
$54.19 - $65.17 $194,271 - $233,634
3,585 New
3,585 $233,000
Q3 2022

Nov 04, 2022
SELL
$55.81 - $69.25 $25,170 - $31,231
-451 Reduced 11.17%
3,585 $200,000
Q1 2022

May 03, 2022
BUY
$65.63 - $82.62 $132,441 - $166,727
2,018 Added 100.0%
4,036 $302,000
Q3 2021

Nov 17, 2021
BUY
$73.24 - $78.94 $147,798 - $159,300
2,018 New
2,018 $299,000

Others Institutions Holding SCHG

# of Institutions
1,474
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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