Planning Capital Management Corp Schwab Strategic Tr Us Dividen Transaction History

Planning Capital Management Corp

$151 Billion
Q3 2024

A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Capital Management Corp holds 26,807 shares of SCHD stock, worth $744,966. This represents 1.5% of its overall portfolio holdings.

Number of Shares

26,807

Previous 26,710 0.36%

Holding current value

$744,966

Previous $2.08 Billion 9.1%

% of portfolio

1.5%

Previous 1.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$77.02 - $85.06 $7,470 - $8,250	97 Added 0.36%	26,807 $2.27 Billion
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $37,905 - $40,075	500 Added 1.91%	26,710 $2.08 Billion
Q1 2024 Apr 26, 2024	SELL	$75.25 - $80.63 $866,955 - $928,938	-11,521 Reduced 30.53%	26,210 $2.11 Billion
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $2.52 Million - $2.88 Million	37,731 New	37,731 $2.87 Billion

Others Institutions Holding SCHD

# of Institutions

1,919

Shares Held

789M

Call Options Held

4.7M

Put Options Held

2.08M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Planning Capital Management Corp Schwab Strategic Tr Us Dividen Transaction History