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 $322,253. This represents 0.62% of its overall portfolio holdings.

Number of Shares

11,327

Previous 12,052 6.02%

Holding current value

$322,253

Previous $938 Million 0.33%

% of portfolio

0.62%

Previous 0.66%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$75.47 - $83.18 $54,715 - $60,305	-725 Reduced 6.02%	11,327 $941 Million
Q2 2024 Aug 12, 2024	BUY	$75.69 - $81.19 $1,740 - $1,867	23 Added 0.19%	12,052 $938 Million
Q1 2024 Apr 26, 2024	SELL	$72.89 - $81.43 $121,070 - $135,255	-1,661 Reduced 12.13%	12,029 $980 Million
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $862,606 - $1.04 Million	13,690 New	13,690 $1.03 Billion

Others Institutions Holding SCHM

# of Institutions

1,023

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Planning Capital Management Corp Schwab Strategic U.S. Mid Cap Transaction History