Planning Capital Management Corp SCHB Holdings History
Planning Capital Management Corp's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-09-30, Planning Capital Management Corp held 150,783.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.34 Mil. This investment constitutes 2.22% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 1 purchases of SCHB, at an average price of $32.46, for a total of 157,728.00 shares. In addition, there have been 2 sales at an average price of $59.46 for 6,945.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Planning Capital Management Corp's estimated gain on his SCHB holdings is $-1.05 Mil, reflecting a -20.45% gain to date.
Planning Capital Management Corp SCHB ($24.28) Holding Chart
Planning Capital Management Corp SCHB ($24.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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