Pds Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Pds Planning, Inc

$1.32 Billion
Q2 2025

A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pds Planning, Inc holds 6,886 shares of SCHX stock, worth $172,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,886

Previous 23,097 70.19%

Holding current value

$172,563

Previous $509,000 66.99%

% of portfolio

0.01%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$19.6 - $24.44 $317,735 - $396,196	-16,211 Reduced 70.19%	6,886 $168,000
Q1 2025 Apr 23, 2025	BUY	$21.75 - $24.28 $502,359 - $560,795	23,097 New	23,097 $509,000
Q3 2023 Oct 20, 2023	BUY	$50.36 - $54.21 $222,440 - $239,445	4,417 New	4,417 $223,000
Q1 2019 Apr 19, 2019	SELL	N/A	-4,436 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	278 Added 6.69%	4,436 $265,000
Q1 2018 May 03, 2018	BUY	N/A	4,158 New	4,158 $262,000

Others Institutions Holding SCHX

# of Institutions

1,539

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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