Life Plan Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Plan Financial, LLC holds 20,828 shares of SCHM stock, worth $607,344. This represents 0.49% of its overall portfolio holdings.

Number of Shares

20,828

Previous 21,228 1.88%

Holding current value

$607,344

Previous $595 Million 3.68%

% of portfolio

0.49%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$28.15 - $30.13 $11,260 - $12,052	-400 Reduced 1.88%	20,828 $617 Million
Q2 2025 Jul 09, 2025	BUY	$22.92 - $28.05 $10,772 - $13,183	470 Added 2.26%	21,228 $595 Million
Q1 2025 Apr 25, 2025	SELL	$25.58 - $29.24 $38,549 - $44,064	-1,507 Reduced 6.77%	20,758 $544 Million
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $397,209 - $1.2 Million	14,423 Added 183.92%	22,265 $617 Million
Q3 2024 Oct 03, 2024	BUY	$75.47 - $83.18 $5,358 - $5,905	71 Added 0.91%	7,842 $652 Million

Q2 2024 Jul 30, 2024	BUY	$75.69 - $81.19 $20,284 - $21,758	268 Added 3.57%	7,771 $605 Million
Q1 2024 Apr 30, 2024	SELL	$72.89 - $81.43 $15,962 - $17,833	-219 Reduced 2.84%	7,503 $611 Million
Q4 2023 Jan 30, 2024	BUY	$63.01 - $75.95 $486,563 - $586,485	7,722 New	7,722 $582 Million

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Account

Life Plan Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History