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Planning Capital Management Corporation’s Schwab US Broad Market ETF SCHB Stock Holding History

Planning Capital Management Corporation’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.34M Sell
50,261
-342
-0.7% -$22.8K 2.22% 18
2024
Q2 		$3.18M Sell
50,603
-3,584
-7% -$225K 2.25% 19
2024
Q1 		$3.31M Sell
54,187
-3,361
-6% -$205K 2.42% 18
2023
Q4 		$3.2M Buy
+57,548
New +$3.2M 2.5% 16