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 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
35,189
Previous 8,755 301.93%
Holding current value
$1 Million
Previous $912,000 7.46%
% of portfolio
0.17%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$25.93 - $105.3 $685,433 - $2.78 Million
26,434 Added 301.93%
35,189 $980,000
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $370 - $422
4 Added 0.05%
8,755 $912,000
Q2 2024

Aug 08, 2024
BUY
$87.04 - $101.61 $761,687 - $889,189
8,751 New
8,751 $882,000

Others Institutions Holding SCHG

# of Institutions
1,366
Shares Held
1.89B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Planning Center, Inc. Portfolio

Follow Planning Center, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planning Center, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email