A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Planned Solutions, Inc. holds 179 shares of SCHG stock, worth $5,067. This represents 0.01% of its overall portfolio holdings.

Number of Shares
179
Holding current value
$5,067
% of portfolio
0.01%

Shares

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

Oct 08, 2024

BUY
$92.63 - $105.69 $16,580 - $18,918
179 New
179 $18,000
Q4 2023

Jan 17, 2024

BUY
$70.08 - $83.37 $8,339 - $9,921
119 New
119 $9,000
Q1 2021

Apr 29, 2021

SELL
$61.41 - $68.35 $736 - $820
-12 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$55.95 - $64.38 $671 - $772
12 New
12 $2,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


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