Planned Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Planned Solutions, Inc. holds 56,262 shares of SCHA stock, worth $1.36 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

56,262

Previous 56,845 1.03%

Holding current value

$1.36 Million

Previous $1.47 Million 10.14%

% of portfolio

0.57%

Previous 0.64%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$23.16 - $27.04 $13,502 - $15,764	-583 Reduced 1.03%	56,262 $1.32 Million
Q4 2024 Jan 16, 2025	SELL	$25.33 - $51.16 $1.53 Million - $3.09 Million	-60,345 Reduced 51.49%	56,845 $1.47 Million
Q3 2024 Oct 08, 2024	BUY	$46.9 - $51.96 $234,265 - $259,540	4,995 Added 4.45%	117,190 $6.04 Million
Q2 2024 Jul 24, 2024	BUY	$45.24 - $49.04 $9,364 - $10,151	207 Added 0.18%	112,195 $5.32 Million
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $51,521 - $56,576	1,149 Added 1.04%	111,988 $5.51 Million
Q4 2023 Jan 17, 2024	BUY	$38.13 - $48.02 $262,944 - $331,145	6,896 Added 6.63%	110,839 $5.24 Million
Q3 2023 Feb 06, 2024	SELL	$40.85 - $46.1 $78,881 - $89,019	-1,931 Reduced 1.74%	108,908 $4.51 Million
Q2 2023 Jul 11, 2023	BUY	$39.91 - $43.82 $184,344 - $202,404	4,619 Added 4.65%	103,943 $4.55 Million
Q1 2023 Apr 12, 2023	BUY	$39.82 - $46.36 $146,975 - $171,114	3,691 Added 3.86%	99,324 $4.16 Million
Q4 2022 Jan 25, 2023	BUY	$38.25 - $43.54 $30,485 - $34,701	797 Added 0.84%	95,633 $0
Q3 2022 Oct 20, 2022	BUY	$37.65 - $45.9 $173,792 - $211,874	4,616 Added 5.12%	94,836 $3.59 Million
Q2 2022 Jul 14, 2022	BUY	$37.88 - $48.01 $151,027 - $191,415	3,987 Added 4.62%	90,220 $3.52 Million
Q1 2022 Apr 08, 2022	BUY	$44.42 - $51.73 $2.08 Million - $2.42 Million	46,791 Added 118.63%	86,233 $4.08 Million
Q4 2021 Feb 03, 2022	BUY	$48.64 - $55.07 $115,520 - $130,791	2,375 Added 6.41%	39,442 $4.04 Million
Q2 2021 Jul 21, 2021	BUY	$48.39 - $52.91 $64,794 - $70,846	1,339 Added 3.75%	37,067 $3.86 Million
Q1 2021 Apr 29, 2021	SELL	$43.89 - $52.63 $676,520 - $811,238	-15,414 Reduced 30.14%	35,728 $3.56 Million
Q4 2020 Jan 29, 2021	BUY	$34.66 - $45.17 $145,156 - $189,171	4,188 Added 8.92%	51,142 $4.55 Million
Q3 2020 Nov 06, 2020	BUY	$32.09 - $36.38 $1.51 Million - $1.71 Million	46,954 New	46,954 $3.21 Million

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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Planned Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History