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 12,381 shares of SCHX stock, worth $294,048. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,381
Previous 4,127 200.0%
Holding current value
$294,048
Previous $280,000 2.14%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 29, 2025

BUY
$22.4 - $68.28 $184,889 - $563,583
8,254 Added 200.0%
12,381 $286,000
Q1 2024

May 02, 2024

BUY
$55.41 - $62.08 $228,677 - $256,204
4,127 New
4,127 $256,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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