Planned Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Planned Solutions, Inc. holds 118,858 shares of SCHB stock, worth $2.7 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

118,858

Previous 111,897 6.22%

Holding current value

$2.7 Million

Previous $2.54 Million 0.31%

% of portfolio

1.1%

Previous 1.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$21.23 - $23.75 $147,782 - $165,323	6,961 Added 6.22%	118,858 $2.55 Million
Q4 2024 Jan 16, 2025	BUY	$22.01 - $66.82 $1.66 Million - $5.05 Million	75,589 Added 208.19%	111,897 $2.54 Million
Q3 2024 Oct 08, 2024	BUY	$59.93 - $66.52 $233,607 - $259,294	3,898 Added 12.03%	36,308 $2.42 Million
Q2 2024 Jul 24, 2024	BUY	$57.57 - $63.3 $61,657 - $67,794	1,071 Added 3.42%	32,410 $2.04 Million
Q1 2024 Apr 26, 2024	BUY	$54.61 - $61.05 $53,900 - $60,256	987 Added 3.25%	31,339 $1.91 Million
Q4 2023 Jan 17, 2024	BUY	$47.61 - $55.91 $191,201 - $224,534	4,016 Added 15.25%	30,352 $1.69 Million
Q3 2023 Feb 06, 2024	SELL	$49.59 - $53.57 $161,018 - $173,941	-3,247 Reduced 10.7%	27,105 $1.35 Million
Q2 2023 Jul 11, 2023	BUY	$47.08 - $51.7 $15,348 - $16,854	326 Added 1.25%	26,336 $1.36 Million
Q1 2023 Apr 12, 2023	BUY	$44.47 - $49.23 $41,579 - $46,030	935 Added 3.73%	26,010 $1.24 Million
Q4 2022 Jan 25, 2023	BUY	$41.94 - $47.81 $85,138 - $97,054	2,030 Added 8.81%	25,075 $0
Q3 2022 Oct 20, 2022	BUY	$41.99 - $50.63 $11,337 - $13,670	270 Added 1.19%	23,045 $968,000
Q2 2022 Jul 14, 2022	BUY	$42.93 - $53.98 $21,722 - $27,313	506 Added 2.27%	22,775 $1.01 Million
Q1 2022 Apr 08, 2022	BUY	$49.15 - $56.85 $591,028 - $683,621	12,025 Added 117.39%	22,269 $1.19 Million
Q4 2021 Feb 03, 2022	BUY	$51.87 - $56.86 $71,061 - $77,898	1,370 Added 15.44%	10,244 $1.16 Million
Q2 2021 Jul 21, 2021	BUY	$48.92 - $52.14 $37,815 - $40,304	773 Added 9.54%	8,874 $925,000
Q1 2021 Apr 29, 2021	SELL	$44.89 - $48.81 $34,565 - $37,583	-770 Reduced 8.68%	8,101 $783,000
Q4 2020 Jan 29, 2021	BUY	$39.03 - $45.5 $2,497 - $2,912	64 Added 0.73%	8,871 $807,000
Q3 2020 Nov 06, 2020	BUY	$36.93 - $42.52 $325,242 - $374,473	8,807 New	8,807 $701,000

Others Institutions Holding SCHB

# of Institutions

1,294

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Planned Solutions, Inc. Schwab Strategic Tr Us Broad M Transaction History