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 $970,084. This represents 0.15% of its overall portfolio holdings.
Number of Shares
35,199
Previous 35,189
0.03%
Holding current value
$970,084
Previous $980,000
10.2%
% of portfolio
0.15%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio