Planning Capital Management Corp Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Planning Capital Management Corp holds 5,636 shares of SCHG stock, worth $170,319. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,636
Previous 5,629
0.12%
Holding current value
$170,319
Previous $568 Million
3.43%
% of portfolio
0.39%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,565Shares Held
766MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.67 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio