Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Planning Group, LLC

  • $511 Billion
  • Q1 2025

A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 11,064 shares of SCHX stock, worth $257,791. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,064
Previous 11,030 0.31%
Holding current value
$257,791
Previous $256 Million 4.46%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$21.75 - $24.28 $739 - $825
34 Added 0.31%
11,064 $244 Million
Q4 2024

Jan 23, 2025
BUY
$22.4 - $68.28 $164,998 - $502,950
7,366 Added 201.04%
11,030 $256 Million
Q3 2024

Oct 16, 2024
BUY
$61.11 - $67.85 $1,344 - $1,492
22 Added 0.6%
3,664 $249 Million
Q2 2024

Aug 02, 2024
BUY
$58.7 - $64.78 $213,785 - $235,928
3,642 New
3,642 $234 Million

Others Institutions Holding SCHX

# of Institutions
1,498
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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