Planning Alternatives LTD Schwab Strategic Tr Us Large C Transaction History

Planning Alternatives LTD

  • $767 Million
  • Q3 2025

A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Planning Alternatives LTD holds 372,852 shares of SCHX stock, worth $9.9 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
372,852
Previous 378,230 1.42%
Holding current value
$9.9 Million
Previous $9.24 Million 6.24%
% of portfolio
1.28%
Previous 1.3%

Shares

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

Nov 12, 2025
SELL
$24.46 - $26.5 $131,545 - $142,517
-5,378 Reduced 1.42%
372,852 $9.82 Million
Q2 2025

Aug 12, 2025
SELL
$19.6 - $24.44 $176,674 - $220,302
-9,014 Reduced 2.33%
378,230 $9.24 Million
Q1 2025

May 09, 2025
SELL
$21.75 - $24.28 $1.12 Million - $1.25 Million
-51,499 Reduced 11.74%
387,244 $8.55 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $6.44 Million - $19.6 Million
287,321 Added 189.75%
438,743 $10.2 Million
Q3 2024

Nov 12, 2024
SELL
$61.11 - $67.85 $277,439 - $308,039
-4,540 Reduced 2.91%
151,422 $10.3 Million
Q2 2024

Jul 25, 2024
SELL
$58.7 - $64.78 $528,241 - $582,955
-8,999 Reduced 5.46%
155,962 $10 Million
Q1 2024

Apr 17, 2024
SELL
$55.41 - $62.08 $254,553 - $285,195
-4,594 Reduced 2.71%
164,961 $10.2 Million
Q4 2023

Jan 23, 2024
SELL
$48.47 - $56.6 $162,519 - $189,779
-3,353 Reduced 1.94%
169,555 $9.56 Million
Q3 2023

Oct 17, 2023
SELL
$50.36 - $54.21 $347,836 - $374,428
-6,907 Reduced 3.84%
172,908 $8.75 Million
Q2 2023

Jul 18, 2023
SELL
$47.67 - $52.37 $219,806 - $241,478
-4,611 Reduced 2.5%
179,815 $9.42 Million
Q1 2023

May 04, 2023
SELL
$44.78 - $49.41 $361,643 - $399,035
-8,076 Reduced 4.2%
184,426 $8.92 Million
Q4 2022

Jan 19, 2023
SELL
$42.25 - $48.16 $653,776 - $745,227
-15,474 Reduced 7.44%
192,502 $0
Q3 2022

Oct 12, 2022
SELL
$42.35 - $51.01 $150,046 - $180,728
-3,543 Reduced 1.68%
207,976 $8.81 Million
Q2 2022

Jul 20, 2022
SELL
$43.35 - $54.51 $280,041 - $352,134
-6,460 Reduced 2.96%
211,519 $9.45 Million
Q1 2022

Apr 28, 2022
BUY
$49.51 - $57.27 $5.01 Million - $5.8 Million
101,244 Added 86.73%
217,979 $11.7 Million
Q4 2021

Jan 25, 2022
SELL
$51.9 - $57.29 $257,683 - $284,444
-4,965 Reduced 4.08%
116,735 $13.3 Million
Q3 2021

Oct 19, 2021
SELL
$51.52 - $54.94 $337,971 - $360,406
-6,560 Reduced 5.11%
121,700 $12.7 Million
Q2 2021

Jul 15, 2021
SELL
$48.62 - $52.01 $323,517 - $346,074
-6,654 Reduced 4.93%
128,260 $13.3 Million
Q1 2021

Apr 14, 2021
SELL
$44.9 - $48.34 $472,392 - $508,585
-10,521 Reduced 7.23%
134,914 $13 Million
Q4 2020

Jan 29, 2021
SELL
$39.35 - $45.48 $3.05 Million - $3.53 Million
-77,601 Reduced 34.79%
145,435 $13.2 Million
Q3 2020

Oct 14, 2020
SELL
$37.26 - $43.03 $10.3 Million - $11.9 Million
-276,742 Reduced 55.37%
223,036 $18 Million
Q2 2020

Jul 24, 2020
BUY
$29.25 - $38.76 $527,260 - $698,687
18,026 Added 3.74%
499,778 $37 Million
Q1 2020

May 04, 2020
BUY
$26.61 - $40.52 $971,371 - $1.48 Million
36,504 Added 8.2%
481,752 $29.5 Million
Q4 2019

Jan 27, 2020
BUY
$34.42 - $38.54 $1.09 Million - $1.22 Million
31,537 Added 7.62%
445,248 $34.2 Million
Q3 2019

Oct 16, 2019
BUY
$35.28 - $36.01 $8,784 - $8,966
249 Added 0.06%
413,711 $29.3 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-7,706 Reduced 1.83%
413,462 $29 Million
Q1 2019

May 06, 2019
SELL
N/A
-72,066 Reduced 14.61%
421,168 $28.5 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-9,730 Reduced 1.93%
493,234 $29.4 Million
Q3 2018

Oct 29, 2018
BUY
N/A
1,377 Added 0.27%
502,964 $35 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-869 Reduced 0.17%
501,587 $32.6 Million
Q1 2018

May 01, 2018
BUY
N/A
17,966 Added 3.71%
502,456 $31.7 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-10,430 Reduced 2.11%
484,490 $30.9 Million
Q3 2017

Oct 19, 2017
BUY
N/A
494,920
494,920 $29.7 Million

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email