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 $124,809. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,336
Previous 5,555 3.94%
Holding current value
$124,809
Previous $357 Million 1.42%
% of portfolio
0.24%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$61.11 - $67.85 $13,383 - $14,859
-219 Reduced 3.94%
5,336 $362 Million
Q1 2024

Apr 26, 2024

SELL
$55.41 - $62.08 $60,230 - $67,480
-1,087 Reduced 16.37%
5,555 $345 Million
Q4 2023

Feb 14, 2024

BUY
$48.47 - $56.6 $321,937 - $375,937
6,642 New
6,642 $375 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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