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

Life Plan Financial, LLC

$130 Billion
Q4 2025

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 30,294 shares of SCHX stock, worth $804,002. This represents 0.63% of its overall portfolio holdings.

Number of Shares

30,294

Previous 31,500 3.83%

Holding current value

$804,002

Previous $830 Million 1.75%

% of portfolio

0.63%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$25.85 - $27.19 $31,175 - $32,791	-1,206 Reduced 3.83%	30,294 $815 Million
Q3 2025 Nov 13, 2025	SELL	$24.46 - $26.5 $57,138 - $61,904	-2,336 Reduced 6.9%	31,500 $830 Million
Q2 2025 Jul 09, 2025	SELL	$19.6 - $24.44 $2,489 - $3,103	-127 Reduced 0.37%	33,836 $827 Million
Q1 2025 Apr 25, 2025	BUY	$21.75 - $24.28 $33,321 - $37,196	1,532 Added 4.72%	33,963 $750 Million
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

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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