Investment Planning Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 30,641 shares of SCHX stock, worth $813,212. This represents 0.28% of its overall portfolio holdings.

Number of Shares
30,641
Previous 30,583 0.19%
Holding current value
$813,212
Previous $805,000 0.99%
% of portfolio
0.28%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$25.85 - $27.19 $1,499 - $1,577
58 Added 0.19%
30,641 $813,000
Q3 2025

Oct 21, 2025
BUY
$24.46 - $26.5 $1,320 - $1,431
54 Added 0.18%
30,583 $805,000
Q2 2025

Jul 21, 2025
BUY
$19.6 - $24.44 $379,044 - $472,645
19,339 Added 172.82%
30,529 $746,000
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $10,048 - $11,217
462 Added 4.31%
11,190 $247,000
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $240,307 - $732,507
10,728 New
10,728 $248,000

Others Institutions Holding SCHX

# of Institutions
1,657
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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 Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. 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 Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email