Planning Alternatives LTD Schwab Strategic Tr Us Small C Transaction History

Planning Alternatives LTD

  • $618 Million
  • Q2 2024

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 8,101 shares of SCHA stock, worth $399,055. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,101
Previous 8,229 1.56%
Holding current value
$399,055
Previous $405,000 5.19%
% of portfolio
0.06%
Previous 0.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $475 - $522
-12 Reduced 0.15%
8,095 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-28 Reduced 0.34%
8,107 $306,000
Q2 2022

Jul 20, 2022
SELL
N/A
-13,061 Reduced 61.62%
8,135 $317,000
Q1 2022

Apr 28, 2022
BUY
N/A
10,405 Added 96.42%
21,196 $1 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-443 Reduced 3.94%
10,791 $1.11 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-1,366 Reduced 10.84%
11,234 $1.13 Million
Q2 2021

Jul 15, 2021
SELL
N/A
-777 Reduced 5.81%
12,600 $1.31 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-1,570 Reduced 10.5%
13,377 $1.33 Million
Q4 2020

Jan 29, 2021
SELL
N/A
-7,691 Reduced 33.97%
14,947 $1.33 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-42,877 Reduced 65.45%
22,638 $1.55 Million
Q2 2020

Jul 24, 2020
BUY
N/A
9,193 Added 16.32%
65,515 $4.28 Million
Q1 2020

May 04, 2020
BUY
N/A
5,509 Added 10.84%
56,322 $2.9 Million
Q4 2019

Jan 27, 2020
BUY
N/A
3,250 Added 6.83%
50,813 $3.84 Million
Q3 2019

Oct 16, 2019
SELL
N/A
-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
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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