Pds Planning, Inc Schwab Strategic Tr Us Broad M Transaction History

Pds Planning, Inc

$1.32 Billion
Q2 2025

A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pds Planning, Inc holds 55,590 shares of SCHB stock, worth $1.36 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

55,590

Previous 55,744 0.28%

Holding current value

$1.36 Million

Previous $1.2 Million 10.33%

% of portfolio

0.1%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$19.1 - $23.83 $2,941 - $3,669	-154 Reduced 0.28%	55,590 $1.32 Million
Q1 2025 Apr 23, 2025	SELL	$21.23 - $23.75 $57,660 - $64,505	-2,716 Reduced 4.65%	55,744 $1.2 Million
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $842,014 - $2.56 Million	38,256 Added 189.35%	58,460 $1.33 Million
Q3 2024 Oct 29, 2024	BUY	$59.93 - $66.52 $893,736 - $992,012	14,913 Added 281.86%	20,204 $1.34 Million
Q1 2024 May 01, 2024	BUY	$54.61 - $61.05 $764 - $854	14 Added 0.27%	5,291 $323,000
Q4 2023 Feb 01, 2024	BUY	$47.61 - $55.91 $142 - $167	3 Added 0.06%	5,277 $293,000
Q3 2023 Oct 20, 2023	BUY	$49.59 - $53.57 $22,613 - $24,427	456 Added 9.46%	5,274 $262,000
Q2 2023 Jul 20, 2023	SELL	$47.08 - $51.7 $64,546 - $70,880	-1,371 Reduced 22.15%	4,818 $249,000
Q1 2023 May 01, 2023	BUY	$44.47 - $49.23 $88 - $98	2 Added 0.03%	6,189 $296,000
Q4 2022 Jan 26, 2023	SELL	$41.94 - $47.81 $8,765 - $9,992	-209 Reduced 3.27%	6,187 $0
Q3 2022 Nov 02, 2022	BUY	$41.99 - $50.63 $125 - $151	3 Added 0.05%	6,396 $269,000
Q2 2022 Jul 15, 2022	BUY	$42.93 - $53.98 $61,518 - $77,353	1,433 Added 28.89%	6,393 $282,000
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $121,941 - $141,044	2,481 Added 100.08%	4,960 $265,000
Q4 2021 Jan 25, 2022	SELL	$51.87 - $56.86 $985 - $1,080	-19 Reduced 0.76%	2,479 $280,000
Q3 2021 Oct 22, 2021	BUY	$51.32 - $54.83 $102 - $109	2 Added 0.08%	2,498 $259,000
Q2 2021 Jul 26, 2021	BUY	$48.92 - $52.14 $48 - $52	1 Added 0.04%	2,496 $260,000
Q1 2021 Apr 20, 2021	BUY	$44.89 - $48.81 $44 - $48	1 Added 0.04%	2,495 $241,000
Q4 2020 Jan 21, 2021	BUY	$39.03 - $45.5 $97,340 - $113,477	2,494 New	2,494 $227,000
Q2 2020 Aug 11, 2020	SELL	$28.84 - $38.49 $206,032 - $274,972	-7,144 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$26.18 - $40.44 $187,029 - $288,903	7,144 New	7,144 $432,000

Others Institutions Holding SCHB

# of Institutions

1,339

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account