Planning Capital Management Corp Schwab Strategic U.S. Mid Cap Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Planning Capital Management Corp holds 11,327 shares of SCHM stock, worth $328,483. This represents 0.62% of its overall portfolio holdings.
Number of Shares
11,327
Previous 12,052
6.02%
Holding current value
$328,483
Previous $938 Million
0.33%
% of portfolio
0.62%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
971Shares Held
157MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$752 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio