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Planning Capital Management Corporation’s Schwab US Large- Cap ETF SCHX Stock Holding History

Planning Capital Management Corporation’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$362K Sell
16,008
-657
-4% -$14.3K 0.24% 62
2024
Q2 		$357K Hold
16,665
– – 0.25% 62
2024
Q1 		$345K Sell
16,665
-3,261
-16% -$64.2K 0.25% 56
2023
Q4 		$375K Buy
+19,926
New +$350K 0.29% 55

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Planning Capital Management Corporation reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.9% in Q3 2024, selling an estimated $14.3K and leaving 16,008 shares worth $362K. The position accounts for 0.24% of the portfolio, ranked #62.

Planning Capital Management Corporation first reported a position in SCHX in Q4 2023 and has held it in 4 quarters since. The position peaked at $375K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Planning Capital Management Corporation held 16,008 shares of Schwab US Large- Cap ETF worth $362K as of Q3 2024.
  • Planning Capital Management Corporation sold 657 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $14.3K.
  • Schwab US Large- Cap ETF made up 0.24% of Planning Capital Management Corporation's portfolio in Q3 2024, its #62 holding.
  • Planning Capital Management Corporation first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Schwab US Large- Cap ETF position peaked at $375K in Q4 2023.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

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