Planned Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History
Planned Solutions, Inc.
- $245 Million
- Q3 2024
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 $3.26 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
117,190
Previous 112,195
4.45%
Holding current value
$3.26 Million
Previous $5.32 Million
13.38%
% of portfolio
2.47%
Previous 2.58%
Shares
16 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio