Life Plan Financial, LLC Schwab Strategic Tr Us Small C Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Life Plan Financial, LLC holds 27,425 shares of SCHA stock, worth $752,267. This represents 0.61% of its overall portfolio holdings.

Number of Shares

27,425

Previous 29,009 5.46%

Holding current value

$752,267

Previous $734 Million 4.26%

% of portfolio

0.61%

Previous 0.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$25.29 - $28.33 $40,059 - $44,874	-1,584 Reduced 5.46%	27,425 $765 Million
Q2 2025 Jul 09, 2025	BUY	$20.42 - $25.3 $510 - $632	25 Added 0.09%	29,009 $734 Million
Q1 2025 Apr 25, 2025	BUY	$23.16 - $27.04 $40,970 - $47,833	1,769 Added 6.5%	28,984 $679 Million
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $321,159 - $648,657	12,679 Added 87.22%	27,215 $704 Million
Q3 2024 Oct 03, 2024	SELL	$46.9 - $51.96 $14,023 - $15,536	-299 Reduced 2.02%	14,536 $749 Million

Q2 2024 Jul 30, 2024	BUY	$45.24 - $49.04 $16,376 - $17,752	362 Added 2.5%	14,835 $704 Million
Q1 2024 Apr 30, 2024	BUY	$44.84 - $49.24 $17,353 - $19,055	387 Added 2.75%	14,473 $713 Million
Q4 2023 Jan 30, 2024	BUY	$38.13 - $48.02 $537,099 - $676,409	14,086 New	14,086 $665 Million

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Life Plan Financial, LLC Schwab Strategic Tr Us Small C Transaction History