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 11,154 shares of SCHE stock, worth $296,696. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,154
Previous 10,509 6.14%
Holding current value
$296,696
Previous $306,000 2.94%
% of portfolio
0.13%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$26.63 - $30.23 $17,176 - $19,498
645 Added 6.14%
11,154 $297,000
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
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