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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.34M Sell
150,783
-1,026
-0.7% -$21.9K 2.22% 18
2024
Q2 		$3.18M Sell
151,809
-10,752
-7% -$218K 2.25% 19
2024
Q1 		$3.31M Sell
162,561
-10,083
-6% -$195K 2.42% 18
2023
Q4 		$3.2M Buy
+172,644
New +$2.98M 2.5% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Planning Capital Management Corporation reduced its Schwab US Broad Market ETF (SCHB) stake by 0.68% in Q3 2024, selling an estimated $21.9K and leaving 150,783 shares worth $3.34M. The position accounts for 2.22% of the portfolio, ranked #18.

Planning Capital Management Corporation first reported a position in SCHB in Q4 2023 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Planning Capital Management Corporation held 150,783 shares of Schwab US Broad Market ETF worth $3.34M as of Q3 2024.
  • Planning Capital Management Corporation sold 1,026 Schwab US Broad Market ETF shares in Q3 2024, an estimated $21.9K.
  • Schwab US Broad Market ETF made up 2.22% of Planning Capital Management Corporation's portfolio in Q3 2024, its #18 holding.
  • Planning Capital Management Corporation first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

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