Planning Center, Inc. Schwab Strategic Tr Us Large C Transaction History
Planning Center, Inc.
- $572 Million
- Q4 2024
A detailed history of Planning Center, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Planning Center, Inc. holds 35,189 shares of SCHG stock, worth $1.02 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
35,189
Previous 8,755
301.93%
Holding current value
$1.02 Million
Previous $912,000
7.46%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,448Shares Held
2.24BCall Options Held
264KPut Options Held
98K-
Koshinski Asset Management, Inc.1.56BShares$45.3 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio