Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 17,232 shares of SCHE stock, worth $582,613. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,232

Previous 18,436 6.53%

Holding current value

$582,613

Previous $555,000 3.6%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$30.13 - $33.37 $36,276 - $40,177	-1,204 Reduced 6.53%	17,232 $575,000
Q2 2025 Jul 28, 2025	SELL	$24.38 - $30.18 $8,996 - $11,136	-369 Reduced 1.96%	18,436 $555,000
Q1 2025 May 09, 2025	SELL	$25.81 - $28.52 $3,458 - $3,821	-134 Reduced 0.71%	18,805 $518,000
Q4 2024 Jan 30, 2025	BUY	$26.63 - $30.23 $504,345 - $572,525	18,939 New	18,939 $504,000
Q3 2023 Nov 09, 2023	BUY	$23.83 - $26.11 $536,651 - $587,997	22,520 New	22,520 $539,000

Q4 2022 Feb 15, 2023	BUY	$21.59 - $24.95 $25,800 - $29,815	1,195 Added 5.66%	22,296 $527,000
Q3 2022 Dec 12, 2022	BUY	$22.4 - $25.83 $57,859 - $66,718	2,583 Added 13.95%	21,101 $506,000
Q1 2022 Sep 07, 2022	BUY	$25.61 - $30.82 $474,245 - $570,724	18,518 New	18,518 $487,000

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History