Planning Center, Inc. Schwab Strategic Tr Us Large C Transaction History

Planning Center, Inc.

$645 Million
Q2 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 32,540 shares of SCHG stock, worth $1.03 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

32,540

Previous 35,199 7.55%

Holding current value

$1.03 Million

Previous $880,000 7.95%

% of portfolio

0.15%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$22.27 - $29.21 $59,215 - $77,669	-2,659 Reduced 7.55%	32,540 $950,000
Q1 2025 Apr 18, 2025	BUY	$24.91 - $29.02 $249 - $290	10 Added 0.03%	35,199 $880,000
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

1,628

Shares Held

815M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Planning Center, Inc. Schwab Strategic Tr Us Large C Transaction History