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Planning Capital Management Corporation’s Schwab 1000 Index ETF SCHK Stock Holding History

Planning Capital Management Corporation’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.77K Hold
100
– – ﹤0.01% 565
2024
Q2 		$2.62K Hold
100
– – ﹤0.01% 516
2024
Q1 		$2.53K Hold
100
– – ﹤0.01% 541
2023
Q4 		$2.3K Buy
+100
New +$2.15K ﹤0.01% 551

Other funds holding SCHK

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LWMT
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WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Planning Capital Management Corporation held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2024 at 100 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Planning Capital Management Corporation first reported a position in SCHK in Q4 2023 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • Planning Capital Management Corporation held 100 shares of Schwab 1000 Index ETF worth $2.77K as of Q3 2024.
  • Planning Capital Management Corporation left its Schwab 1000 Index ETF share count unchanged in Q3 2024.
  • Schwab 1000 Index ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #565 holding.
  • Planning Capital Management Corporation first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

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