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 $222,603. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,068
Previous 8,991 11.98%
Holding current value
$222,603
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

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Plancorp, LLC Portfolio

Follow Plancorp, LLC 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 Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.