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 117,190 shares of SCHA stock, worth $3 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
117,190
Previous 112,195 4.45%
Holding current value
$3 Million
Previous $5.32 Million 13.38%
% of portfolio
2.47%
Previous 2.58%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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