Planning Alternatives LTD Schwab Strategic Tr Us Large C Transaction History

Planning Alternatives LTD

$711 Million
Q2 2025

A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Planning Alternatives LTD holds 378,230 shares of SCHX stock, worth $10 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

378,230

Previous 387,244 2.33%

Holding current value

$10 Million

Previous $8.55 Million 8.11%

% of portfolio

1.3%

Previous 1.32%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$19.6 - $24.44 $176,674 - $220,302	-9,014 Reduced 2.33%	378,230 $9.24 Million
Q1 2025 May 09, 2025	SELL	$21.75 - $24.28 $1.12 Million - $1.25 Million	-51,499 Reduced 11.74%	387,244 $8.55 Million
Q4 2024 Feb 06, 2025	BUY	$22.4 - $68.28 $6.44 Million - $19.6 Million	287,321 Added 189.75%	438,743 $10.2 Million
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $277,439 - $308,039	-4,540 Reduced 2.91%	151,422 $10.3 Million
Q2 2024 Jul 25, 2024	SELL	$58.7 - $64.78 $528,241 - $582,955	-8,999 Reduced 5.46%	155,962 $10 Million
Q1 2024 Apr 17, 2024	SELL	$55.41 - $62.08 $254,553 - $285,195	-4,594 Reduced 2.71%	164,961 $10.2 Million
Q4 2023 Jan 23, 2024	SELL	$48.47 - $56.6 $162,519 - $189,779	-3,353 Reduced 1.94%	169,555 $9.56 Million
Q3 2023 Oct 17, 2023	SELL	$50.36 - $54.21 $347,836 - $374,428	-6,907 Reduced 3.84%	172,908 $8.75 Million
Q2 2023 Jul 18, 2023	SELL	$47.67 - $52.37 $219,806 - $241,478	-4,611 Reduced 2.5%	179,815 $9.42 Million
Q1 2023 May 04, 2023	SELL	$44.78 - $49.41 $361,643 - $399,035	-8,076 Reduced 4.2%	184,426 $8.92 Million
Q4 2022 Jan 19, 2023	SELL	$42.25 - $48.16 $653,776 - $745,227	-15,474 Reduced 7.44%	192,502 $0
Q3 2022 Oct 12, 2022	SELL	$42.35 - $51.01 $150,046 - $180,728	-3,543 Reduced 1.68%	207,976 $8.81 Million
Q2 2022 Jul 20, 2022	SELL	$43.35 - $54.51 $280,041 - $352,134	-6,460 Reduced 2.96%	211,519 $9.45 Million
Q1 2022 Apr 28, 2022	BUY	$49.51 - $57.27 $5.01 Million - $5.8 Million	101,244 Added 86.73%	217,979 $11.7 Million
Q4 2021 Jan 25, 2022	SELL	$51.9 - $57.29 $257,683 - $284,444	-4,965 Reduced 4.08%	116,735 $13.3 Million
Q3 2021 Oct 19, 2021	SELL	$51.52 - $54.94 $337,971 - $360,406	-6,560 Reduced 5.11%	121,700 $12.7 Million
Q2 2021 Jul 15, 2021	SELL	$48.62 - $52.01 $323,517 - $346,074	-6,654 Reduced 4.93%	128,260 $13.3 Million
Q1 2021 Apr 14, 2021	SELL	$44.9 - $48.34 $472,392 - $508,585	-10,521 Reduced 7.23%	134,914 $13 Million
Q4 2020 Jan 29, 2021	SELL	$39.35 - $45.48 $3.05 Million - $3.53 Million	-77,601 Reduced 34.79%	145,435 $13.2 Million
Q3 2020 Oct 14, 2020	SELL	$37.26 - $43.03 $10.3 Million - $11.9 Million	-276,742 Reduced 55.37%	223,036 $18 Million
Q2 2020 Jul 24, 2020	BUY	$29.25 - $38.76 $527,260 - $698,687	18,026 Added 3.74%	499,778 $37 Million
Q1 2020 May 04, 2020	BUY	$26.61 - $40.52 $971,371 - $1.48 Million	36,504 Added 8.2%	481,752 $29.5 Million
Q4 2019 Jan 27, 2020	BUY	$34.42 - $38.54 $1.09 Million - $1.22 Million	31,537 Added 7.62%	445,248 $34.2 Million
Q3 2019 Oct 16, 2019	BUY	$35.28 - $36.01 $8,784 - $8,966	249 Added 0.06%	413,711 $29.3 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-7,706 Reduced 1.83%	413,462 $29 Million
Q1 2019 May 06, 2019	SELL	N/A	-72,066 Reduced 14.61%	421,168 $28.5 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-9,730 Reduced 1.93%	493,234 $29.4 Million
Q3 2018 Oct 29, 2018	BUY	N/A	1,377 Added 0.27%	502,964 $35 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-869 Reduced 0.17%	501,587 $32.6 Million
Q1 2018 May 01, 2018	BUY	N/A	17,966 Added 3.71%	502,456 $31.7 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-10,430 Reduced 2.11%	484,490 $30.9 Million
Q3 2017 Oct 19, 2017	BUY	N/A	494,920	494,920 $29.7 Million

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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Planning Alternatives LTD Schwab Strategic Tr Us Large C Transaction History