A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Planned Solutions, Inc. holds 10,509 shares of SCHE stock, worth $291,414. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,509
Previous 8,291 26.75%
Holding current value
$291,414
Previous $220,000 39.09%
% of portfolio
0.13%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$25.45 - $29.53 $56,448 - $65,497
2,218 Added 26.75%
10,509 $306,000
Q2 2024

Jul 24, 2024

BUY
$24.67 - $27.2 $204,538 - $225,515
8,291 New
8,291 $220,000
Q4 2023

Jan 17, 2024

BUY
$23.04 - $24.89 $169,873 - $183,513
7,373 New
7,373 $182,000
Q1 2021

Apr 29, 2021

SELL
$30.78 - $34.63 $115,055 - $129,446
-3,738 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$26.72 - $30.68 $3,633 - $4,172
136 Added 3.78%
3,738 $115,000
Q3 2020

Nov 06, 2020

BUY
$24.69 - $27.71 $88,933 - $99,811
3,602 New
3,602 $96,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.