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

Planning Center, Inc.

$600 Million
Q1 2025

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 12,691 shares of SCHB stock, worth $270,952. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,691

Previous 14,954 15.13%

Holding current value

$270,952

Previous $339,000 19.76%

% of portfolio

0.05%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$21.23 - $23.75 $48,043 - $53,746	-2,263 Reduced 15.13%	12,691 $272,000
Q4 2024 Jan 22, 2025	BUY	$22.01 - $66.82 $167,143 - $507,431	7,594 Added 103.18%	14,954 $339,000
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

1,270

Shares Held

478M

Call Options Held

365K

Put Options Held

32.6K

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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