Planned Solutions, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Planned Solutions, Inc. holds 61,443 shares of SCHF stock, worth $1.26 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

61,443

Previous 55,705 10.3%

Holding current value

$1.26 Million

Previous $1.03 Million 19.03%

% of portfolio

0.53%

Previous 0.45%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$18.36 - $20.51 $105,349 - $117,686	5,738 Added 10.3%	61,443 $1.23 Million
Q4 2024 Jan 16, 2025	BUY	$18.41 - $40.87 $546,942 - $1.21 Million	29,709 Added 114.28%	55,705 $1.03 Million
Q3 2024 Oct 08, 2024	BUY	$36.98 - $41.55 $102,101 - $114,719	2,761 Added 11.88%	25,996 $1.07 Million
Q2 2024 Jul 24, 2024	BUY	$37.19 - $39.82 $22,276 - $23,852	599 Added 2.65%	23,235 $892,000
Q1 2024 Apr 26, 2024	BUY	$35.71 - $39.11 $50,458 - $55,262	1,413 Added 6.66%	22,636 $883,000
Q4 2023 Jan 17, 2024	BUY	$32.37 - $37.01 $2,363 - $2,701	73 Added 0.35%	21,223 $784,000
Q3 2023 Feb 06, 2024	SELL	$33.82 - $36.71 $19,142 - $20,777	-566 Reduced 2.67%	20,657 $701,000
Q2 2023 Jul 11, 2023	SELL	$34.48 - $36.54 $8,275 - $8,769	-240 Reduced 1.12%	21,150 $753,000
Q1 2023 Apr 12, 2023	BUY	$32.42 - $35.44 $25,384 - $27,749	783 Added 3.8%	21,390 $744,000
Q4 2022 Jan 25, 2023	BUY	$28.0 - $33.87 $37,240 - $45,047	1,330 Added 6.9%	20,607 $0
Q3 2022 Oct 20, 2022	SELL	$28.01 - $33.61 $59,857 - $71,824	-2,137 Reduced 9.98%	19,277 $542,000
Q2 2022 Jul 14, 2022	BUY	$31.13 - $37.19 $12,202 - $14,578	392 Added 1.86%	21,414 $673,000
Q1 2022 Apr 08, 2022	BUY	$33.67 - $39.47 $108,888 - $127,645	3,234 Added 18.18%	21,022 $772,000
Q4 2021 Feb 03, 2022	BUY	$37.77 - $40.6 $28,818 - $30,977	763 Added 4.48%	17,788 $691,000
Q2 2021 Jul 21, 2021	BUY	$38.15 - $40.84 $50,129 - $53,663	1,314 Added 8.36%	17,025 $672,000
Q1 2021 Apr 29, 2021	BUY	$35.74 - $38.15 $18,513 - $19,761	518 Added 3.41%	15,711 $591,000
Q4 2020 Jan 29, 2021	BUY	$30.32 - $36.26 $3,486 - $4,169	115 Added 0.76%	15,193 $547,000
Q3 2020 Nov 06, 2020	BUY	$29.85 - $32.42 $450,078 - $488,828	15,078 New	15,078 $473,000

Others Institutions Holding SCHF

# of Institutions

1,393

Shares Held

1.51B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

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Planned Solutions, Inc. Schwab Strategic Tr Intl Eqty Transaction History