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
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio