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

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Life Plan Financial, LLC holds 32,431 shares of SCHX stock, worth $770,236. This represents 0.66% of its overall portfolio holdings.

Number of Shares
32,431
Previous 12,195 165.94%
Holding current value
$770,236
Previous $827 Million 9.15%
% of portfolio
0.66%
Previous 0.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$22.4 - $68.28 $453,286 - $1.38 Million
20,236 Added 165.94%
32,431 $752 Million
Q3 2024

Oct 03, 2024
SELL
$61.11 - $67.85 $26,827 - $29,786
-439 Reduced 3.47%
12,195 $827 Million
Q2 2024

Jul 30, 2024
BUY
$58.7 - $64.78 $3,111 - $3,433
53 Added 0.42%
12,634 $812 Million
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $1,994 - $2,234
36 Added 0.29%
12,581 $781 Million
Q4 2023

Jan 30, 2024
BUY
$48.47 - $56.6 $608,056 - $710,047
12,545 New
12,545 $708 Million

Others Institutions Holding SCHX

# of Institutions
1,467
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email