Plancorp, LLC Schwab Strategic Tr Us Large C Transaction History

Plancorp, LLC

  • $2.42 Billion
  • Q4 2024

A detailed history of Plancorp, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plancorp, LLC holds 22,303 shares of SCHV stock, worth $608,871. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,303
Previous 7,435 199.97%
Holding current value
$608,871
Previous $597,000 2.68%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$25.79 - $80.4 $383,445 - $1.2 Million
14,868 Added 199.97%
22,303 $581,000
Q4 2023

Feb 09, 2024
SELL
$61.16 - $70.24 $61 - $70
-1 Reduced 0.01%
7,435 $521,000
Q3 2023

Nov 08, 2023
BUY
$64.45 - $69.39 $248,132 - $267,151
3,850 Added 107.36%
7,436 $479,000
Q4 2022

Feb 14, 2023
SELL
$59.13 - $69.24 $50,378 - $58,992
-852 Reduced 19.2%
3,586 $236,000
Q1 2022

May 13, 2022
BUY
$67.71 - $74.19 $1,286 - $1,409
19 Added 0.43%
4,438 $317,000
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $1,697 - $1,832
25 Added 0.57%
4,419 $324,000
Q3 2021

Nov 15, 2021
BUY
$66.91 - $71.05 $294,002 - $312,193
4,394 New
4,394 $296,000

Others Institutions Holding SCHV

# of Institutions
875
Shares Held
314M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email