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

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024

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 36,308 shares of SCHB stock, worth $825,643. This represents 0.99% of its overall portfolio holdings.

Number of Shares
36,308
Previous 32,410 12.03%
Holding current value
$825,643
Previous $2.04 Million 18.56%
% of portfolio
0.99%
Previous 0.99%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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