Planning Capital Management Corp Schwab Strategic Tr 5 10 Yr C Transaction History
Planning Capital Management Corp
- $137 Billion
- Q1 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Planning Capital Management Corp holds 100 shares of SCHI stock, worth $4,455. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$4,455
Previous $4.49 Million
1.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
182Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.95 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$241 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$172 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$147 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$92.8 Million9.21% of portfolio