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

Planning Center, Inc.

  • $572 Million
  • Q4 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 14,954 shares of SCHB stock, worth $342,745. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,954
Previous 7,360 103.18%
Holding current value
$342,745
Previous $489,000 30.67%
% of portfolio
0.06%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,265
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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