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

Planning Alternatives LTD

$711 Million
Q2 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 25,319 shares of SCHM stock, worth $760,582. This represents 0.1% of its overall portfolio holdings.

Number of Shares

25,319

Previous 25,497 0.7%

Holding current value

$760,582

Previous $668,000 6.29%

% of portfolio

0.1%

Previous 0.1%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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