Plancorp, LLC Schwab Strategic Tr Us Broad M Transaction History

Plancorp, LLC

$2.42 Billion
Q4 2024

A detailed history of Plancorp, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Plancorp, LLC holds 30,352 shares of SCHB stock, worth $662,584. This represents 0.03% of its overall portfolio holdings.

Number of Shares

30,352

Previous 10,101 200.49%

Holding current value

$662,584

Previous $671,000 2.53%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.01 - $66.82 $445,724 - $1.35 Million	20,251 Added 200.49%	30,352 $688,000
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $1,977 - $2,195	33 Added 0.33%	10,101 $671,000
Q2 2024 Aug 09, 2024	BUY	$57.57 - $63.3 $62,002 - $68,174	1,077 Added 11.98%	10,068 $632,000
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $137,234 - $153,418	2,513 Added 38.79%	8,991 $548,000
Q4 2023 Feb 09, 2024	SELL	$47.61 - $55.91 $1,142 - $1,341	-24 Reduced 0.37%	6,478 $360,000
Q3 2023 Nov 08, 2023	BUY	$49.59 - $53.57 $322,434 - $348,312	6,502 New	6,502 $324,000

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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