Planned Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Planned Solutions, Inc. holds 56,262 shares of SCHA stock, worth $1.32 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

56,262

Previous 56,845 1.03%

Holding current value

$1.32 Million

Previous $1.47 Million 10.14%

% of portfolio

0.57%

Previous 0.64%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$23.16 - $27.04 $13,502 - $15,764	-583 Reduced 1.03%	56,262 $1.32 Million
Q4 2024 Jan 16, 2025	SELL	$25.33 - $51.16 $1.53 Million - $3.09 Million	-60,345 Reduced 51.49%	56,845 $1.47 Million
Q3 2024 Oct 08, 2024	BUY	$46.9 - $51.96 $234,265 - $259,540	4,995 Added 4.45%	117,190 $6.04 Million
Q2 2024 Jul 24, 2024	BUY	$45.24 - $49.04 $9,364 - $10,151	207 Added 0.18%	112,195 $5.32 Million
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $51,521 - $56,576	1,149 Added 1.04%	111,988 $5.51 Million
Q4 2023 Jan 17, 2024	BUY	$38.13 - $48.02 $262,944 - $331,145	6,896 Added 6.63%	110,839 $5.24 Million
Q3 2023 Feb 06, 2024	SELL	$40.85 - $46.1 $78,881 - $89,019	-1,931 Reduced 1.74%	108,908 $4.51 Million
Q2 2023 Jul 11, 2023	BUY	$39.91 - $43.82 $184,344 - $202,404	4,619 Added 4.65%	103,943 $4.55 Million
Q1 2023 Apr 12, 2023	BUY	$39.82 - $46.36 $146,975 - $171,114	3,691 Added 3.86%	99,324 $4.16 Million
Q4 2022 Jan 25, 2023	BUY	$38.25 - $43.54 $30,485 - $34,701	797 Added 0.84%	95,633 $0
Q3 2022 Oct 20, 2022	BUY	$37.65 - $45.9 $173,792 - $211,874	4,616 Added 5.12%	94,836 $3.59 Million
Q2 2022 Jul 14, 2022	BUY	$37.88 - $48.01 $151,027 - $191,415	3,987 Added 4.62%	90,220 $3.52 Million
Q1 2022 Apr 08, 2022	BUY	$44.42 - $51.73 $2.08 Million - $2.42 Million	46,791 Added 118.63%	86,233 $4.08 Million
Q4 2021 Feb 03, 2022	BUY	$48.64 - $55.07 $115,520 - $130,791	2,375 Added 6.41%	39,442 $4.04 Million
Q2 2021 Jul 21, 2021	BUY	$48.39 - $52.91 $64,794 - $70,846	1,339 Added 3.75%	37,067 $3.86 Million
Q1 2021 Apr 29, 2021	SELL	$43.89 - $52.63 $676,520 - $811,238	-15,414 Reduced 30.14%	35,728 $3.56 Million
Q4 2020 Jan 29, 2021	BUY	$34.66 - $45.17 $145,156 - $189,171	4,188 Added 8.92%	51,142 $4.55 Million
Q3 2020 Nov 06, 2020	BUY	$32.09 - $36.38 $1.51 Million - $1.71 Million	46,954 New	46,954 $3.21 Million

Others Institutions Holding SCHA

# of Institutions

1,257

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

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.

Account

Planned Solutions, Inc. Schwab Strategic Tr Us Small C Transaction History