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 5,336 shares of SCHX stock, worth $129,131. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,336
Previous 5,555
3.94%
Holding current value
$129,131
Previous $357 Million
1.42%
% of portfolio
0.24%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,460Shares Held
1.06BCall Options Held
51.4KPut Options Held
1.2K-
Us Bancorp \De\206MShares$5 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$851 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$778 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$635 Million8.63% of portfolio