Planning Directions Inc Schwab Strategic Tr Us Small C Transaction History

Planning Directions Inc

  • $140 Million
  • Q1 2024

A detailed history of Planning Directions Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Planning Directions Inc holds 9,136 shares of SCHA stock, worth $430,853. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,136
Previous 9,121 0.16%
Holding current value
$430,853
Previous $430,000 4.42%
% of portfolio
0.32%
Previous 0.31%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$44.84 - $49.24 $672 - $738
15 Added 0.16%
9,136 $449,000
Q4 2023

Jan 31, 2024
BUY
$38.13 - $48.02 $1,372 - $1,728
36 Added 0.4%
9,121 $430,000
Q3 2023

Oct 27, 2023
BUY
$40.85 - $46.1 $1,062 - $1,198
26 Added 0.29%
9,085 $376,000
Q2 2023

Jul 19, 2023
BUY
$39.91 - $43.82 $917 - $1,007
23 Added 0.25%
9,059 $397,000
Q1 2023

May 11, 2023
BUY
$39.82 - $46.36 $955 - $1,112
24 Added 0.27%
9,036 $379,000
Q4 2022

Feb 08, 2023
BUY
$39.61 - $43.54 $1,307 - $1,436
33 Added 0.37%
9,012 $365,000
Q3 2022

Nov 08, 2022
BUY
N/A
23 Added 0.26%
8,979 $339,000
Q2 2022

Aug 03, 2022
SELL
N/A
-1,070 Reduced 10.67%
8,956 $349,000
Q1 2022

May 19, 2022
BUY
N/A
4,078 Added 68.56%
10,026 $475,000
Q4 2021

Jan 27, 2022
BUY
N/A
78 Added 1.33%
5,948 $609,000
Q3 2021

Nov 09, 2021
BUY
N/A
317 Added 5.71%
5,870 $588,000
Q2 2021

Jul 28, 2021
SELL
N/A
-231 Reduced 3.99%
5,553 $579,000
Q1 2021

Apr 28, 2021
BUY
N/A
10 Added 0.17%
5,784 $577,000
Q4 2020

Jan 26, 2021
SELL
N/A
-1,154 Reduced 16.66%
5,774 $514,000
Q3 2020

Nov 02, 2020
SELL
N/A
-1,379 Reduced 16.6%
6,928 $473,000
Q2 2020

Jul 21, 2020
BUY
N/A
8,307 New
8,307 $543,000

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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