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

S.E.E.D. Planning Group LLC

  • $293 Million
  • Q3 2024

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 34,328 shares of SCHX stock, worth $803,275. This represents 0.79% of its overall portfolio holdings.

Number of Shares
34,328
Previous 30,163 13.81%
Holding current value
$803,275
Previous $1.94 Million 20.24%
% of portfolio
0.79%
Previous 0.72%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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