Planning Capital Management Corp Schwab Strategic Tr Us Large C Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Planning Capital Management Corp holds 2,373 shares of SCHV stock, worth $66,420. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,373
Previous 2,347
1.11%
Holding current value
$66,420
Previous $174 Million
9.72%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
964Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio