Planning Alternatives LTD Schwab Strategic Tr Intl Eqty Transaction History

Planning Alternatives LTD

$646 Million
Q4 2024

A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Planning Alternatives LTD holds 734,619 shares of SCHF stock, worth $14.4 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

734,619

Previous 373,172 96.86%

Holding current value

$14.4 Million

Previous $15.3 Million 11.43%

% of portfolio

2.1%

Previous 2.35%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$18.41 - $40.87 $6.65 Million - $14.8 Million	361,447 Added 96.86%	734,619 $13.6 Million
Q3 2024 Nov 12, 2024	SELL	$36.98 - $41.55 $321,910 - $361,692	-8,705 Reduced 2.28%	373,172 $15.3 Million
Q2 2024 Jul 25, 2024	SELL	$37.19 - $39.82 $91,301 - $97,758	-2,455 Reduced 0.64%	381,877 $14.7 Million
Q1 2024 Apr 17, 2024	SELL	$35.71 - $39.11 $137,590 - $150,690	-3,853 Reduced 0.99%	384,332 $15 Million
Q4 2023 Jan 23, 2024	SELL	$32.37 - $37.01 $121,128 - $138,491	-3,742 Reduced 0.95%	388,185 $14.3 Million
Q3 2023 Oct 17, 2023	SELL	$33.82 - $36.71 $280,875 - $304,876	-8,305 Reduced 2.08%	391,927 $13.3 Million
Q2 2023 Jul 18, 2023	SELL	$34.48 - $36.54 $176,330 - $186,865	-5,114 Reduced 1.26%	400,232 $14.3 Million
Q1 2023 May 04, 2023	SELL	$32.42 - $35.44 $195,330 - $213,526	-6,025 Reduced 1.46%	405,346 $14.1 Million
Q4 2022 Jan 19, 2023	SELL	$28.0 - $33.87 $912,044 - $1.1 Million	-32,573 Reduced 7.34%	411,371 $0
Q3 2022 Oct 12, 2022	SELL	$28.01 - $33.61 $132,011 - $158,403	-4,713 Reduced 1.05%	443,944 $12.5 Million
Q2 2022 Jul 20, 2022	SELL	$31.13 - $37.19 $70,135 - $83,789	-2,253 Reduced 0.5%	448,657 $14.1 Million
Q1 2022 Apr 28, 2022	SELL	$33.67 - $39.47 $261,817 - $306,918	-7,776 Reduced 1.7%	450,910 $16.6 Million
Q4 2021 Jan 25, 2022	SELL	$37.77 - $40.6 $124,678 - $134,020	-3,301 Reduced 0.71%	458,686 $17.8 Million
Q3 2021 Oct 19, 2021	SELL	$38.35 - $40.79 $293,607 - $312,288	-7,656 Reduced 1.63%	461,987 $17.9 Million
Q2 2021 Jul 15, 2021	SELL	$38.15 - $40.84 $838,155 - $897,254	-21,970 Reduced 4.47%	469,643 $18.5 Million
Q1 2021 Apr 14, 2021	SELL	$35.74 - $38.15 $453,612 - $484,199	-12,692 Reduced 2.52%	491,613 $18.5 Million
Q4 2020 Jan 29, 2021	SELL	$30.32 - $36.26 $5.55 Million - $6.63 Million	-182,941 Reduced 26.62%	504,305 $18.2 Million
Q3 2020 Oct 14, 2020	SELL	$29.85 - $32.42 $14.2 Million - $15.4 Million	-474,643 Reduced 40.85%	687,246 $21.6 Million
Q2 2020 Jul 24, 2020	BUY	$24.62 - $31.42 $9.89 Million - $12.6 Million	401,724 Added 52.85%	1,161,889 $34.6 Million
Q1 2020 May 04, 2020	BUY	$22.3 - $34.12 $1.6 Million - $2.45 Million	71,668 Added 10.41%	760,165 $19.6 Million
Q4 2019 Jan 27, 2020	BUY	$30.95 - $33.72 $1.12 Million - $1.22 Million	36,190 Added 5.55%	688,497 $23.2 Million
Q3 2019 Oct 16, 2019	BUY	$31.56 - $32.18 $327,971 - $334,414	10,392 Added 1.62%	652,307 $20.8 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-14,689 Reduced 2.24%	641,915 $20.6 Million
Q1 2019 May 06, 2019	SELL	N/A	-44,477 Reduced 6.34%	656,604 $20.6 Million
Q4 2018 Feb 07, 2019	BUY	N/A	2,082 Added 0.3%	701,081 $19.9 Million
Q3 2018 Oct 29, 2018	BUY	N/A	17,608 Added 2.58%	698,999 $23.4 Million
Q2 2018 Jul 26, 2018	BUY	N/A	22,614 Added 3.43%	681,391 $22.5 Million
Q1 2018 May 01, 2018	BUY	N/A	55,429 Added 9.19%	658,777 $22.2 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-6,614 Reduced 1.08%	603,348 $20.6 Million
Q3 2017 Oct 19, 2017	BUY	N/A	609,962	609,962 $20.4 Million

Others Institutions Holding SCHF

# of Institutions

1,311

Shares Held

1.01B

Call Options Held

80.7K

Put Options Held

8.3K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

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.

Account

Planning Alternatives LTD Schwab Strategic Tr Intl Eqty Transaction History