A detailed history of Plancorp, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plancorp, LLC holds 11,429 shares of SCHG stock, worth $313,154. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,429
Previous 11,494 0.57%
Holding current value
$313,154
Previous $1.16 Million 2.67%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$92.63 - $105.69 $6,020 - $6,869
-65 Reduced 0.57%
11,429 $1.19 Million
Q2 2024

Aug 09, 2024

BUY
$87.04 - $101.61 $5,831 - $6,807
67 Added 0.59%
11,494 $1.16 Million
Q1 2024

May 14, 2024

BUY
$80.6 - $93.32 $80 - $93
1 Added 0.01%
11,427 $1.06 Million
Q3 2023

Nov 08, 2023

BUY
$71.99 - $78.02 $822,557 - $891,456
11,426 New
11,426 $830,000
Q4 2020

Feb 09, 2021

SELL
$55.95 - $64.38 $104,458 - $120,197
-1,867 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$51.42 - $61.56 $96,001 - $114,932
1,867 New
1,867 $215,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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.