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 1,555 shares of SCHX stock, worth $36,387. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,555
Holding current value
$36,387
% of portfolio
0.04%

Shares

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

Oct 08, 2024

BUY
$61.11 - $67.85 $95,026 - $105,506
1,555 New
1,555 $105,000
Q4 2023

Jan 17, 2024

BUY
$48.47 - $56.6 $63,204 - $73,806
1,304 New
1,304 $73,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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