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 $2.21 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

94,901

Previous 101,056 6.09%

Holding current value

$2.21 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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of S.E.E.D. Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on S.E.E.D. Planning Group LLC with notifications on news.

Account

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