Plancorp, LLC Schwab Strategic Tr Us Large C Transaction History

Plancorp, LLC

$2.44 Billion
Q3 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 37,963 shares of SCHX stock, worth $888,334. This represents 0.11% of its overall portfolio holdings.

Number of Shares

37,963

Previous 38,145 0.48%

Holding current value

$888,334

Previous $2.45 Million 5.1%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $11,122 - $12,348	-182 Reduced 0.48%	37,963 $2.58 Million
Q2 2024 Aug 09, 2024	BUY	$58.7 - $64.78 $10,566 - $11,660	180 Added 0.47%	38,145 $2.45 Million
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $15,348 - $17,196	277 Added 0.73%	37,965 $2.36 Million
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $83,222 - $97,182	-1,717 Reduced 4.36%	37,688 $2.13 Million
Q3 2023 Nov 08, 2023	BUY	$50.36 - $54.21 $480,585 - $517,326	9,543 Added 31.96%	39,405 $1.99 Million
Q2 2023 Jul 26, 2023	SELL	$47.67 - $52.37 $476 - $523	-10 Reduced 0.03%	29,862 $1.56 Million
Q1 2023 May 11, 2023	BUY	$44.78 - $49.41 $447 - $494	10 Added 0.03%	29,872 $1.44 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $47,362 - $53,987	-1,121 Reduced 3.62%	29,862 $1.35 Million
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $768,890 - $889,403	15,530 Added 100.5%	30,983 $1.67 Million
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $32,645 - $36,035	-629 Reduced 3.91%	15,453 $1.76 Million
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $724,577 - $772,676	14,064 Added 696.93%	16,082 $1.67 Million
Q2 2021 Aug 13, 2021	BUY	$48.62 - $52.01 $98,115 - $104,956	2,018 New	2,018 $210,000

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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