Planning Capital Management Corp Schwab Strategic Tr 1000 Index Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Planning Capital Management Corp holds 50 shares of SCHK stock, worth $1,455. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$1,455
Previous $2.62 Million
5.66%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio