Planning Alternatives LTD Schwab Strategic Tr Us Small C Transaction History

Planning Alternatives LTD

  • $767 Million
  • Q3 2025

A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Planning Alternatives LTD holds 14,585 shares of SCHA stock, worth $400,066. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,585
Previous 14,675 0.61%
Holding current value
$400,066
Previous $371,000 9.43%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2025
SELL
$25.29 - $28.33 $2,276 - $2,549
-90 Reduced 0.61%
14,585 $406,000
Q2 2025

Aug 12, 2025
SELL
$20.42 - $25.3 $1,327 - $1,644
-65 Reduced 0.44%
14,675 $371,000
Q1 2025

May 09, 2025
SELL
$23.16 - $27.04 $3,196 - $3,731
-138 Reduced 0.93%
14,740 $345,000
Q4 2024

Feb 06, 2025
BUY
$25.33 - $51.16 $182,451 - $368,505
7,203 Added 93.85%
14,878 $384,000
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $19,979 - $22,134
-426 Reduced 5.26%
7,675 $395,000
Q2 2024

Jul 25, 2024
SELL
$45.24 - $49.04 $5,790 - $6,277
-128 Reduced 1.56%
8,101 $384,000
Q1 2024

Apr 17, 2024
SELL
$44.84 - $49.24 $4,304 - $4,727
-96 Reduced 1.15%
8,229 $405,000
Q4 2023

Jan 23, 2024
SELL
$38.13 - $48.02 $3,431 - $4,321
-90 Reduced 1.07%
8,325 $393,000
Q3 2023

Oct 17, 2023
BUY
$40.85 - $46.1 $7,148 - $8,067
175 Added 2.12%
8,415 $348,000
Q2 2023

Jul 18, 2023
SELL
$39.91 - $43.82 $5,347 - $5,871
-134 Reduced 1.6%
8,240 $360,000
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $11,109 - $12,934
279 Added 3.45%
8,374 $351,000
Q4 2022

Jan 19, 2023
SELL
$38.25 - $43.54 $459 - $522
-12 Reduced 0.15%
8,095 $0
Q3 2022

Oct 12, 2022
SELL
$37.65 - $45.9 $1,054 - $1,285
-28 Reduced 0.34%
8,107 $306,000
Q2 2022

Jul 20, 2022
SELL
$37.88 - $48.01 $494,750 - $627,058
-13,061 Reduced 61.62%
8,135 $317,000
Q1 2022

Apr 28, 2022
BUY
$44.42 - $51.73 $462,190 - $538,250
10,405 Added 96.42%
21,196 $1 Million
Q4 2021

Jan 25, 2022
SELL
$48.64 - $55.07 $21,547 - $24,396
-443 Reduced 3.94%
10,791 $1.11 Million
Q3 2021

Oct 19, 2021
SELL
$48.3 - $52.49 $65,977 - $71,701
-1,366 Reduced 10.84%
11,234 $1.13 Million
Q2 2021

Jul 15, 2021
SELL
$48.39 - $52.91 $37,599 - $41,111
-777 Reduced 5.81%
12,600 $1.31 Million
Q1 2021

Apr 14, 2021
SELL
$43.89 - $52.63 $68,907 - $82,629
-1,570 Reduced 10.5%
13,377 $1.33 Million
Q4 2020

Jan 29, 2021
SELL
$34.66 - $45.17 $266,570 - $347,402
-7,691 Reduced 33.97%
14,947 $1.33 Million
Q3 2020

Oct 14, 2020
SELL
$32.09 - $36.38 $1.38 Million - $1.56 Million
-42,877 Reduced 65.45%
22,638 $1.55 Million
Q2 2020

Jul 24, 2020
BUY
$23.59 - $35.22 $216,862 - $323,777
9,193 Added 16.32%
65,515 $4.28 Million
Q1 2020

May 04, 2020
BUY
$22.29 - $38.7 $122,795 - $213,198
5,509 Added 10.84%
56,322 $2.9 Million
Q4 2019

Jan 27, 2020
BUY
$33.63 - $38.03 $109,297 - $123,597
3,250 Added 6.83%
50,813 $3.84 Million
Q3 2019

Oct 16, 2019
SELL
$34.78 - $36.12 $904 - $939
-26 Reduced 0.05%
47,563 $3.32 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-1,388 Reduced 2.83%
47,589 $3.4 Million
Q1 2019

May 06, 2019
SELL
N/A
-8,019 Reduced 14.07%
48,977 $3.43 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-565 Reduced 0.98%
56,996 $3.46 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-71 Reduced 0.12%
57,561 $4.38 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-4,891 Reduced 7.82%
57,632 $4.24 Million
Q1 2018

May 01, 2018
SELL
N/A
-21,798 Reduced 25.85%
62,523 $4.32 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-3,173 Reduced 3.63%
84,321 $5.88 Million
Q3 2017

Oct 19, 2017
BUY
N/A
87,494
87,494 $5.89 Million

Others Institutions Holding SCHA

# of Institutions
1,322
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
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More about SCHA
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