Planned Solutions, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Planned Solutions, Inc. holds 234 shares of SCHI stock, worth $5,169. This represents 0.0% of its overall portfolio holdings.

Number of Shares

234

Holding current value

$5,169

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$43.73 - $46.29 $10,232 - $10,831	234 New	234 $10,000

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.4M

Call Options Held

Put Options Held

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.5 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Planned Solutions, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History