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 128,873 shares of SCHV stock, worth $3.22 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
128,873
Previous 44,610
188.89%
Holding current value
$3.22 Million
Previous $3.59 Billion
6.29%
% of portfolio
2.08%
Previous 2.29%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
892Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.38 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$972 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$799 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$398 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$253 Million0.66% of portfolio