S.E.E.D. Planning Group LLC Schwab Strategic Tr Us Large C Transaction History

S.E.E.D. Planning Group LLC

$290 Million
Q1 2025

A detailed history of S.E.E.D. Planning Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, S.E.E.D. Planning Group LLC holds 94,901 shares of SCHX stock, worth $2.08 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

94,901

Previous 101,056 6.09%

Holding current value

$2.08 Million

Previous $2.34 Million 11.02%

% of portfolio

0.72%

Previous 0.8%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$21.75 - $24.28 $133,871 - $149,443	-6,155 Reduced 6.09%	94,901 $2.08 Million
Q4 2024 Jan 14, 2025	BUY	$22.4 - $68.28 $1.49 Million - $4.56 Million	66,728 Added 194.38%	101,056 $2.34 Million
Q3 2024 Oct 15, 2024	BUY	$61.11 - $67.85 $254,523 - $282,595	4,165 Added 13.81%	34,328 $2.33 Million
Q2 2024 Jul 18, 2024	SELL	$58.7 - $64.78 $540,509 - $596,494	-9,208 Reduced 23.39%	30,163 $1.94 Million
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $450,317 - $504,524	8,127 Added 26.01%	39,371 $2.44 Million
Q4 2023 Jan 26, 2024	SELL	$48.47 - $56.6 $432,449 - $504,985	-8,922 Reduced 22.21%	31,244 $1.76 Million
Q3 2023 Oct 17, 2023	SELL	$50.36 - $54.21 $533,362 - $574,138	-10,591 Reduced 20.87%	40,166 $2.03 Million
Q2 2023 Jul 18, 2023	SELL	$47.67 - $52.37 $453,389 - $498,091	-9,511 Reduced 15.78%	50,757 $2.66 Million
Q1 2023 Apr 13, 2023	SELL	$44.78 - $49.41 $410,184 - $452,595	-9,160 Reduced 13.19%	60,268 $2.92 Million
Q4 2022 Jan 19, 2023	SELL	$42.25 - $48.16 $215,644 - $245,808	-5,104 Reduced 6.85%	69,428 $0
Q3 2022 Oct 20, 2022	SELL	$42.35 - $51.01 $113,836 - $137,114	-2,688 Reduced 3.48%	74,532 $3.16 Million
Q2 2022 Jul 26, 2022	SELL	$43.35 - $54.51 $19,160 - $24,093	-442 Reduced 0.57%	77,220 $3.45 Million
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $2.02 Million - $2.34 Million	40,794 Added 110.65%	77,662 $4.18 Million
Q4 2021 Jan 24, 2022	SELL	$51.9 - $57.29 $74,217 - $81,924	-1,430 Reduced 3.73%	36,868 $4.2 Million
Q3 2021 Oct 21, 2021	SELL	$51.52 - $54.94 $31,478 - $33,568	-611 Reduced 1.57%	38,298 $3.98 Million
Q2 2021 Jul 14, 2021	SELL	$48.62 - $52.01 $93,593 - $100,119	-1,925 Reduced 4.71%	38,909 $4.05 Million
Q1 2021 Apr 21, 2021	SELL	$44.9 - $48.34 $629,049 - $677,243	-14,010 Reduced 25.55%	40,834 $3.92 Million
Q4 2020 Jan 19, 2021	SELL	$39.35 - $45.48 $76,496 - $88,413	-1,944 Reduced 3.42%	54,844 $4.99 Million
Q3 2020 Oct 16, 2020	SELL	$37.26 - $43.03 $248,785 - $287,311	-6,677 Reduced 10.52%	56,788 $4.58 Million
Q2 2020 Jul 17, 2020	BUY	$29.25 - $38.76 $3,100 - $4,108	106 Added 0.17%	63,465 $4.7 Million
Q2 2020 Jul 06, 2020	SELL	$29.25 - $38.76 $109,716 - $145,388	-3,751 Reduced 5.59%	63,359 $4.75 Million
Q1 2020 Apr 17, 2020	SELL	$26.61 - $40.52 $3.55 Million - $5.4 Million	-133,261 Reduced 66.51%	67,110 $4.11 Million
Q4 2019 Feb 10, 2020	BUY	$34.42 - $38.54 $323,616 - $362,353	9,402 Added 4.92%	200,371 $15.4 Million
Q4 2019 Jan 22, 2020	BUY	$34.42 - $38.54 $6.57 Million - $7.36 Million	190,969 New	190,969 $14.7 Million

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

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S.E.E.D. Planning Group LLC Schwab Strategic Tr Us Large C Transaction History