Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,491 shares of SCHG stock, worth $596,519. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,491

Previous 203,981 90.93%

Holding current value

$596,519

Previous $5.96 Million 90.1%

% of portfolio

0.04%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$28.92 - $32.19 $5.36 Million - $5.97 Million	-185,490 Reduced 90.93%	18,491 $590,000
Q2 2025 Jul 28, 2025	BUY	$22.27 - $29.21 $4.54 Million - $5.96 Million	203,981 New	203,981 $5.96 Million
Q3 2023 Nov 09, 2023	BUY	$71.99 - $78.02 $543,092 - $588,582	7,544 New	7,544 $548,000
Q4 2022 Feb 15, 2023	BUY	$54.31 - $60.76 $29,544 - $33,053	544 Added 7.98%	7,357 $408,000
Q3 2022 Dec 12, 2022	BUY	$55.81 - $69.25 $133,888 - $166,130	2,399 Added 54.35%	6,813 $394,000

Q1 2022 Sep 07, 2022	BUY	$65.63 - $82.62 $289,690 - $364,684	4,414 New	4,414 $286,000

Others Institutions Holding SCHG

# of Institutions

1,684

Shares Held

855M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History