Plancorp, LLC Schwab Strategic Tr Us Broad M Transaction History

Plancorp, LLC

  • $2.3 Billion
  • Q2 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 10,068 shares of SCHB stock, worth $666,803. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,068
Previous 8,991 11.98%
Holding current value
$666,803
Previous $548,000 15.33%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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