Planning Capital Management Corp Schwab Strategic Tr 1000 Index Transaction History
Planning Capital Management Corp
- $142 Billion
- Q2 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 $2,760. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$2,760
Previous $2.53 Million
3.28%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$104 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$70 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.4 Million6.58% of portfolio