Planning Center, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Planning Center, Inc.

$592 Million
Q3 2024

A detailed history of Planning Center, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Planning Center, Inc. holds 5,219 shares of SCHF stock, worth $96,342. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,219

Holding current value

$96,342

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$36.98 - $41.55 $192,998 - $216,849	5,219 New	5,219 $214,000

Others Institutions Holding SCHF

# of Institutions

1,271

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.86 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.53 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.5 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.32 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$935 Million
6.47% of portfolio

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Planning Center, Inc. Schwab Strategic Tr Intl Eqty Transaction History