Planning Alternatives LTD Schwab Strategic U.S. Mid Cap Transaction History

Planning Alternatives LTD

  • $767 Million
  • Q3 2025

A detailed history of Planning Alternatives LTD transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Planning Alternatives LTD holds 25,132 shares of SCHM stock, worth $732,849. This represents 0.1% of its overall portfolio holdings.

Number of Shares
25,132
Previous 25,319 0.74%
Holding current value
$732,849
Previous $710,000 4.79%
% of portfolio
0.1%
Previous 0.1%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$28.15 - $30.13 $5,264 - $5,634
-187 Reduced 0.74%
25,132 $744,000
Q2 2025

Aug 12, 2025
SELL
$22.92 - $28.05 $4,079 - $4,992
-178 Reduced 0.7%
25,319 $710,000
Q1 2025

May 09, 2025
SELL
$25.58 - $29.24 $4,271 - $4,883
-167 Reduced 0.65%
25,497 $668,000
Q4 2024

Feb 06, 2025
BUY
$27.54 - $83.04 $468,482 - $1.41 Million
17,011 Added 196.59%
25,664 $711,000
Q3 2024

Nov 12, 2024
SELL
$75.47 - $83.18 $26,716 - $29,445
-354 Reduced 3.93%
8,653 $718,000
Q2 2024

Jul 25, 2024
SELL
$75.69 - $81.19 $2,497 - $2,679
-33 Reduced 0.37%
9,007 $701,000
Q1 2024

Apr 17, 2024
SELL
$72.89 - $81.43 $13,776 - $15,390
-189 Reduced 2.05%
9,040 $736,000
Q4 2023

Jan 23, 2024
SELL
$63.01 - $75.95 $80,148 - $96,608
-1,272 Reduced 12.11%
9,229 $695,000
Q3 2023

Oct 17, 2023
SELL
$66.75 - $73.98 $4,739 - $5,252
-71 Reduced 0.67%
10,501 $710,000
Q2 2023

Jul 18, 2023
SELL
$65.29 - $71.03 $121,178 - $131,831
-1,856 Reduced 14.93%
10,572 $750,000
Q1 2023

May 04, 2023
SELL
$64.24 - $73.9 $111,520 - $128,290
-1,736 Reduced 12.26%
12,428 $843,000
Q4 2022

Jan 19, 2023
SELL
$61.05 - $69.94 $107,936 - $123,653
-1,768 Reduced 11.1%
14,164 $0
Q3 2022

Oct 12, 2022
SELL
$60.5 - $72.51 $2,117 - $2,537
-35 Reduced 0.22%
15,932 $964,000
Q2 2022

Jul 20, 2022
SELL
$60.91 - $76.4 $16,750 - $21,010
-275 Reduced 1.69%
15,967 $1 Million
Q1 2022

Apr 28, 2022
SELL
$70.66 - $80.89 $18,512 - $21,193
-262 Reduced 1.59%
16,242 $1.23 Million
Q4 2021

Jan 25, 2022
SELL
$76.01 - $83.39 $20,370 - $22,348
-268 Reduced 1.6%
16,504 $1.33 Million
Q3 2021

Oct 19, 2021
SELL
$74.65 - $80.95 $7,465 - $8,095
-100 Reduced 0.59%
16,772 $1.29 Million
Q2 2021

Jul 15, 2021
SELL
$74.64 - $79.12 $72,923 - $77,300
-977 Reduced 5.47%
16,872 $1.32 Million
Q1 2021

Apr 14, 2021
SELL
$67.07 - $76.85 $46,948 - $53,794
-700 Reduced 3.77%
17,849 $1.33 Million
Q4 2020

Jan 29, 2021
SELL
$55.93 - $68.45 $290,332 - $355,323
-5,191 Reduced 21.87%
18,549 $1.27 Million
Q3 2020

Oct 14, 2020
SELL
$51.99 - $58.83 $2 Million - $2.26 Million
-38,467 Reduced 61.84%
23,740 $1.32 Million
Q2 2020

Jul 24, 2020
SELL
$39.01 - $57.03 $618,386 - $904,039
-15,852 Reduced 20.31%
62,207 $3.27 Million
Q1 2020

May 04, 2020
BUY
$35.83 - $62.24 $56,862 - $98,774
1,587 Added 2.08%
78,059 $3.29 Million
Q4 2019

Jan 27, 2020
SELL
$54.56 - $60.24 $22,587 - $24,939
-414 Reduced 0.54%
76,472 $4.6 Million
Q3 2019

Oct 16, 2019
SELL
$56.23 - $57.59 $34,412 - $35,245
-612 Reduced 0.79%
76,886 $4.35 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-2,569 Reduced 3.21%
77,498 $4.42 Million
Q1 2019

May 06, 2019
SELL
N/A
-23,276 Reduced 22.52%
80,067 $4.44 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-30,788 Reduced 22.95%
103,343 $4.95 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-817 Reduced 0.61%
134,131 $7.76 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-20,117 Reduced 12.97%
134,948 $7.41 Million
Q1 2018

May 01, 2018
SELL
N/A
-78,733 Reduced 33.68%
155,065 $8.2 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-12,667 Reduced 5.14%
233,798 $12.5 Million
Q3 2017

Oct 19, 2017
BUY
N/A
246,465
246,465 $12.4 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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