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

Pds Planning, Inc

  • $1.17 Billion
  • Q1 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 23,097 shares of SCHX stock, worth $506,517. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,097
Holding current value
$506,517
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,485
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email