Planning Alternatives LTD Schwab Strategic Tr Us Broad M Transaction History

Planning Alternatives LTD

  • $618 Million
  • Q2 2024

A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Planning Alternatives LTD holds 58,249 shares of SCHB stock, worth $3.71 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
58,249
Previous 58,349 0.17%
Holding current value
$3.71 Million
Previous $3.56 Million 2.81%
% of portfolio
0.59%
Previous 0.59%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$57.57 - $63.3 $5,757 - $6,330
-100 Reduced 0.17%
58,249 $3.66 Million
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $69,190 - $77,350
-1,267 Reduced 2.13%
58,349 $3.56 Million
Q4 2023

Jan 23, 2024
SELL
$47.61 - $55.91 $394,306 - $463,046
-8,282 Reduced 12.2%
59,616 $3.32 Million
Q3 2023

Oct 17, 2023
SELL
$49.59 - $53.57 $72,897 - $78,747
-1,470 Reduced 2.12%
67,898 $3.38 Million
Q2 2023

Jul 18, 2023
SELL
$47.08 - $51.7 $713,450 - $783,461
-15,154 Reduced 17.93%
69,368 $3.59 Million
Q1 2023

May 04, 2023
SELL
$44.47 - $49.23 $89,518 - $99,099
-2,013 Reduced 2.33%
84,522 $4.04 Million
Q4 2022

Jan 19, 2023
SELL
$43.88 - $47.81 $448,278 - $488,426
-10,216 Reduced 10.56%
86,535 $0
Q2 2022

Jul 20, 2022
SELL
N/A
-12,475 Reduced 11.42%
96,751 $4.28 Million
Q1 2022

Apr 28, 2022
BUY
N/A
53,742 Added 96.86%
109,226 $5.83 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-2,609 Reduced 4.49%
55,484 $6.27 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-3,973 Reduced 6.4%
58,093 $6.03 Million
Q2 2021

Jul 15, 2021
SELL
N/A
-6,697 Reduced 9.74%
62,066 $6.47 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-18,956 Reduced 21.61%
68,763 $6.65 Million
Q4 2020

Jan 29, 2021
SELL
N/A
-11,176 Reduced 11.3%
87,719 $7.98 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-22,907 Reduced 18.81%
98,895 $7.88 Million
Q2 2020

Jul 24, 2020
SELL
N/A
-78,928 Reduced 39.32%
121,802 $8.95 Million
Q1 2020

May 04, 2020
SELL
N/A
-38,385 Reduced 16.05%
200,730 $12.1 Million
Q4 2019

Jan 27, 2020
SELL
N/A
-24,738 Reduced 9.38%
239,115 $18.4 Million
Q3 2019

Oct 16, 2019
SELL
N/A
-3,514 Reduced 1.31%
263,853 $18.7 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-16,923 Reduced 5.95%
267,367 $18.9 Million
Q1 2019

May 06, 2019
SELL
N/A
-161,762 Reduced 36.27%
284,290 $19.3 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-166,504 Reduced 27.18%
446,052 $26.7 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-15,261 Reduced 2.43%
612,556 $43.1 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-79,519 Reduced 11.24%
627,817 $41.4 Million
Q1 2018

May 01, 2018
SELL
N/A
-11,520 Reduced 1.6%
707,336 $45.1 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-12,103 Reduced 1.66%
718,856 $46.4 Million
Q3 2017

Oct 19, 2017
BUY
N/A
730,959
730,959 $44.5 Million

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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