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

Life Plan Financial, LLC

  • $117 Billion
  • Q3 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 12,195 shares of SCHX stock, worth $279,509. This represents 0.71% of its overall portfolio holdings.

Number of Shares
12,195
Previous 12,634 3.47%
Holding current value
$279,509
Previous $812 Million 1.93%
% of portfolio
0.71%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,332
Shares Held
460M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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