Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 26,041 shares of SCHA stock, worth $714,304. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,041

Previous 26,796 2.82%

Holding current value

$714,304

Previous $677,000 7.24%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$25.29 - $28.33 $19,093 - $21,389	-755 Reduced 2.82%	26,041 $726,000
Q2 2025 Jul 28, 2025	SELL	$20.42 - $25.3 $12,885 - $15,964	-631 Reduced 2.3%	26,796 $677,000
Q1 2025 May 09, 2025	SELL	$23.16 - $27.04 $5,419 - $6,327	-234 Reduced 0.85%	27,427 $642,000
Q4 2024 Jan 30, 2025	BUY	$25.33 - $51.16 $700,653 - $1.42 Million	27,661 New	27,661 $715,000
Q3 2023 Nov 09, 2023	BUY	$40.85 - $46.1 $683,747 - $771,621	16,738 New	16,738 $693,000

Q4 2022 Feb 15, 2023	BUY	$38.25 - $43.54 $33,162 - $37,749	867 Added 5.17%	17,652 $715,000
Q3 2022 Dec 12, 2022	SELL	$37.65 - $45.9 $346,681 - $422,647	-9,208 Reduced 35.42%	16,785 $695,000
Q1 2022 Sep 07, 2022	BUY	$44.42 - $51.73 $1.15 Million - $1.34 Million	25,993 New	25,993 $1.12 Million

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History