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

Planning Center, Inc.

$431 Million
Q1 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 7,357 shares of SCHB stock, worth $468,346. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,357

Previous 7,355 0.03%

Holding current value

$468,346

Previous $409,000 9.78%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.88 - $47.81 $87 - $95	2 Added 0.03%	7,348 $329,000
Q3 2022 Oct 18, 2022	SELL	N/A	-74 Reduced 1.0%	7,346 $309,000
Q2 2022 Jul 11, 2022	BUY	N/A	1 Added 0.01%	7,420 $333,000
Q1 2022 Apr 15, 2022	BUY	N/A	3,671 Added 97.95%	7,419 $396,000
Q4 2021 Feb 15, 2022	BUY	N/A	3,748 New	3,748 $404,000

Others Institutions Holding SCHB

# of Institutions

1,122

Shares Held

161M

Call Options Held

230K

Put Options Held

29.7K

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About SCHWAB STRATEGIC TR US BROAD M

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