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 25,996 shares of SCHF stock, worth $499,643. This represents 0.44% of its overall portfolio holdings.

Number of Shares
25,996
Previous 23,235 11.88%
Holding current value
$499,643
Previous $892,000 19.73%
% of portfolio
0.44%
Previous 0.43%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR INTL EQTY


  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
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.