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

Life Plan Investment Advisors, Inc.

$162 Billion
Q4 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 116,678 shares of SCHG stock, worth $2.76 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

116,678

Previous 30,705 280.0%

Holding current value

$2.76 Million

Previous $3.2 Billion 1.66%

% of portfolio

2.01%

Previous 2.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $2.23 Million - $9.05 Million	85,973 Added 280.0%	116,678 $3.25 Billion
Q3 2024 Jan 21, 2025	SELL	$92.63 - $105.69 $17,414 - $19,869	-188 Reduced 0.61%	30,705 $3.2 Billion
Q2 2024 Jan 21, 2025	BUY	$87.04 - $101.61 $83,558 - $97,545	960 Added 3.21%	30,893 $3.12 Billion
Q1 2024 Jan 21, 2025	SELL	$80.6 - $93.32 $314,501 - $364,134	-3,902 Reduced 11.53%	29,933 $2.78 Billion
Q4 2023 Jan 21, 2025	BUY	$70.08 - $83.37 $24,387 - $29,012	348 Added 1.04%	33,835 $2.81 Billion
Q3 2023 Jan 21, 2025	SELL	$71.99 - $78.02 $393,065 - $425,989	-5,460 Reduced 14.02%	33,487 $2.44 Billion
Q2 2023 Jan 21, 2025	BUY	$63.6 - $74.95 $2.48 Million - $2.92 Million	38,947 New	38,947 $2.92 Billion

Others Institutions Holding SCHG

# of Institutions

1,487

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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