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 $54,567. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,985
Previous 1,912 3.82%
Holding current value
$54,567
Previous $90.7 Million 12.64%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$46.9 - $51.96 $3,423 - $3,793
73 Added 3.82%
1,985 $102 Million
Q2 2024

Aug 12, 2024

BUY
$45.24 - $49.04 $1,809 - $1,961
40 Added 2.14%
1,912 $90.7 Million
Q1 2024

Apr 26, 2024

SELL
$44.84 - $49.24 $33,943 - $37,274
-757 Reduced 28.79%
1,872 $92.2 Million
Q4 2023

Feb 14, 2024

BUY
$38.13 - $48.02 $100,243 - $126,244
2,629 New
2,629 $124 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
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