Wealth Plan Investment Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,108,046 shares of SCHF stock, worth $22 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

1,108,046

Previous 498,096 122.46%

Holding current value

$22 Million

Previous $20.5 Million 0.08%

% of portfolio

2.17%

Previous 2.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$18.41 - $40.87 $11.2 Million - $24.9 Million	609,950 Added 122.46%	1,108,046 $20.5 Million
Q3 2024 Nov 05, 2024	BUY	$36.98 - $41.55 $18.4 Million - $20.7 Million	498,096 New	498,096 $20.5 Million
Q3 2023 Nov 09, 2023	BUY	$33.82 - $36.71 $16 Million - $17.4 Million	473,662 New	473,662 $16.1 Million
Q4 2022 Feb 15, 2023	BUY	$28.0 - $33.87 $25,200 - $30,482	900 Added 0.2%	449,333 $14.5 Million
Q3 2022 Dec 12, 2022	BUY	$28.01 - $33.61 $1.06 Million - $1.27 Million	37,898 Added 9.23%	448,433 $14.6 Million
Q1 2022 Sep 07, 2022	BUY	$33.67 - $39.47 $13.8 Million - $16.2 Million	410,535 New	410,535 $14 Million

Others Institutions Holding SCHF

# of Institutions

1,369

Shares Held

1.41B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Wealth Plan Investment Management, LLC Schwab Strategic Tr Intl Eqty Transaction History