Planning Directions Inc Schwab Strategic Tr Us Small C Transaction History

Planning Directions Inc

$232 Million
Q1 2025

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 20,327 shares of SCHA stock, worth $491,100. This represents 0.21% of its overall portfolio holdings.

Number of Shares

20,327

Previous 20,291 0.18%

Holding current value

$491,100

Previous $524,000 9.16%

% of portfolio

0.21%

Previous 0.31%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$23.16 - $27.04 $833 - $973	36 Added 0.18%	20,327 $476,000
Q4 2024 Feb 06, 2025	BUY	$25.33 - $51.16 $258,214 - $521,525	10,194 Added 100.96%	20,291 $524,000
Q3 2024 Nov 07, 2024	BUY	$46.9 - $51.96 $20,495 - $22,706	437 Added 4.52%	10,097 $519,000
Q2 2024 Aug 09, 2024	BUY	$45.24 - $49.04 $23,705 - $25,696	524 Added 5.74%	9,660 $458,000
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	$38.25 - $43.54 $1,262 - $1,436	33 Added 0.37%	9,012 $365,000
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $865 - $1,055	23 Added 0.26%	8,979 $339,000
Q2 2022 Aug 03, 2022	SELL	$37.88 - $48.01 $40,531 - $51,370	-1,070 Reduced 10.67%	8,956 $349,000
Q1 2022 May 19, 2022	BUY	$44.42 - $51.73 $181,144 - $210,954	4,078 Added 68.56%	10,026 $475,000
Q4 2021 Jan 27, 2022	BUY	$48.64 - $55.07 $3,793 - $4,295	78 Added 1.33%	5,948 $609,000
Q3 2021 Nov 09, 2021	BUY	$48.3 - $52.49 $15,311 - $16,639	317 Added 5.71%	5,870 $588,000
Q2 2021 Jul 28, 2021	SELL	$48.39 - $52.91 $11,178 - $12,222	-231 Reduced 3.99%	5,553 $579,000
Q1 2021 Apr 28, 2021	BUY	$43.89 - $52.63 $438 - $526	10 Added 0.17%	5,784 $577,000
Q4 2020 Jan 26, 2021	SELL	$34.66 - $45.17 $39,997 - $52,126	-1,154 Reduced 16.66%	5,774 $514,000
Q3 2020 Nov 02, 2020	SELL	$32.09 - $36.38 $44,252 - $50,168	-1,379 Reduced 16.6%	6,928 $473,000
Q2 2020 Jul 21, 2020	BUY	$23.59 - $35.22 $195,962 - $292,572	8,307 New	8,307 $543,000

Others Institutions Holding SCHA

# of Institutions

1,257

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Planning Directions Inc Schwab Strategic Tr Us Small C Transaction History