Planning Capital Management Corp Schwab Strategic Tr Us Small C Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Planning Capital Management Corp holds 1,985 shares of SCHA stock, worth $48,314. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,985
Previous 1,912
3.82%
Holding current value
$48,314
Previous $90.7 Million
12.64%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,256Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$642 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$440 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$349 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$256 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$124 Million0.26% of portfolio