Planning Center, Inc. Schwab Strategic Tr Us Large C Transaction History
Planning Center, Inc.
- $600 Million
- Q1 2025
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 35,199 shares of SCHG stock, worth $894,758. This represents 0.15% of its overall portfolio holdings.
Number of Shares
35,199
Previous 35,189
0.03%
Holding current value
$894,758
Previous $980,000
10.2%
% of portfolio
0.15%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
709MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio