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Planning Capital Management Corporation’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Planning Capital Management Corporation’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$102K Buy
3,970
+146
+4% +$3.63K 0.07% 133
2024
Q2 		$90.7K Buy
3,824
+80
+2% +$1.9K 0.06% 142
2024
Q1 		$92.2K Sell
3,744
-1,514
-29% -$35.5K 0.07% 134
2023
Q4 		$124K Buy
+5,258
New +$111K 0.1% 114

Other funds holding SCHA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planning Capital Management Corporation's SCHA Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q3 2024, buying an estimated $3.63K and bringing the position to 3,970 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #133.

Planning Capital Management Corporation first reported a position in SCHA in Q4 2023 and has held it in 4 quarters since. The position peaked at $124K in Q4 2023. 1,069 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

  • Planning Capital Management Corporation held 3,970 shares of Schwab U.S Small- Cap ETF worth $102K as of Q3 2024.
  • Planning Capital Management Corporation bought 146 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $3.63K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Planning Capital Management Corporation's portfolio in Q3 2024, its #133 holding.
  • Planning Capital Management Corporation first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Schwab U.S Small- Cap ETF position peaked at $124K in Q4 2023.
  • 1,069 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.