Planning Center, Inc. Schwab Strategic Tr Us Broad M Transaction History

Planning Center, Inc.

  • $592 Million
  • Q3 2024

A detailed history of Planning Center, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Planning Center, Inc. holds 7,360 shares of SCHB stock, worth $168,544. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,360
Previous 7,357 0.04%
Holding current value
$168,544
Previous $462,000 5.84%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 12, 2024
BUY
$59.93 - $66.52 $179 - $199
3 Added 0.04%
7,360 $489,000
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $109 - $122
2 Added 0.03%
7,357 $449,000
Q4 2023

Jan 22, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.03%
7,355 $409,000
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $99 - $107
2 Added 0.03%
7,353 $366,000
Q2 2023

Jul 20, 2023
BUY
$47.08 - $51.7 $47 - $51
1 Added 0.01%
7,351 $380,000
Q1 2023

Apr 17, 2023
BUY
$44.47 - $49.23 $88 - $98
2 Added 0.03%
7,350 $351,000
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $83 - $95
2 Added 0.03%
7,348 $329,000
Q3 2022

Oct 18, 2022
SELL
$41.99 - $50.63 $3,107 - $3,746
-74 Reduced 1.0%
7,346 $309,000
Q2 2022

Jul 11, 2022
BUY
$42.93 - $53.98 $42 - $53
1 Added 0.01%
7,420 $333,000
Q1 2022

Apr 15, 2022
BUY
$49.15 - $56.85 $180,429 - $208,696
3,671 Added 97.95%
7,419 $396,000
Q4 2021

Feb 15, 2022
BUY
$51.87 - $56.86 $194,408 - $213,111
3,748 New
3,748 $404,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Planning Center, Inc. Portfolio

Follow Planning Center, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planning Center, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email