Planning Alternatives LTD Schwab Strategic Tr Us Broad M Transaction History

Planning Alternatives LTD

$648 Million
Q1 2025

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 148,150 shares of SCHB stock, worth $3.37 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

148,150

Previous 151,333 2.1%

Holding current value

$3.37 Million

Previous $3.44 Million 7.16%

% of portfolio

0.49%

Previous 0.53%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$21.23 - $23.75 $67,575 - $75,596	-3,183 Reduced 2.1%	148,150 $3.19 Million
Q4 2024 Feb 06, 2025	BUY	$22.01 - $66.82 $2.05 Million - $6.23 Million	93,264 Added 160.61%	151,333 $3.44 Million
Q3 2024 Nov 12, 2024	SELL	$59.93 - $66.52 $10,787 - $11,973	-180 Reduced 0.31%	58,069 $3.86 Million
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	$41.94 - $47.81 $428,459 - $488,426	-10,216 Reduced 10.56%	86,535 $0
Q2 2022 Jul 20, 2022	SELL	$42.93 - $53.98 $535,551 - $673,400	-12,475 Reduced 11.42%	96,751 $4.28 Million
Q1 2022 Apr 28, 2022	BUY	$49.15 - $56.85 $2.64 Million - $3.06 Million	53,742 Added 96.86%	109,226 $5.83 Million
Q4 2021 Jan 25, 2022	SELL	$51.87 - $56.86 $135,328 - $148,347	-2,609 Reduced 4.49%	55,484 $6.27 Million
Q3 2021 Oct 19, 2021	SELL	$51.32 - $54.83 $203,894 - $217,839	-3,973 Reduced 6.4%	58,093 $6.03 Million
Q2 2021 Jul 15, 2021	SELL	$48.92 - $52.14 $327,617 - $349,181	-6,697 Reduced 9.74%	62,066 $6.47 Million
Q1 2021 Apr 14, 2021	SELL	$44.89 - $48.81 $850,934 - $925,242	-18,956 Reduced 21.61%	68,763 $6.65 Million
Q4 2020 Jan 29, 2021	SELL	$39.03 - $45.5 $436,199 - $508,508	-11,176 Reduced 11.3%	87,719 $7.98 Million
Q3 2020 Oct 14, 2020	SELL	$36.93 - $42.52 $845,955 - $974,005	-22,907 Reduced 18.81%	98,895 $7.88 Million
Q2 2020 Jul 24, 2020	SELL	$28.84 - $38.49 $2.28 Million - $3.04 Million	-78,928 Reduced 39.32%	121,802 $8.95 Million
Q1 2020 May 04, 2020	SELL	$26.18 - $40.44 $1 Million - $1.55 Million	-38,385 Reduced 16.05%	200,730 $12.1 Million
Q4 2019 Jan 27, 2020	SELL	$34.47 - $38.58 $852,718 - $954,392	-24,738 Reduced 9.38%	239,115 $18.4 Million
Q3 2019 Oct 16, 2019	SELL	$35.32 - $36.13 $124,114 - $126,960	-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

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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Planning Alternatives LTD Schwab Strategic Tr Us Broad M Transaction History