Wealth Plan Investment Management, LLC Schwab Strategic Tr 5 10 Yr C 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 5 10 Yr C stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,978 shares of SCHI stock, worth $421,691. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,978
Holding current value
$421,691
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$22.02 - $46.16 $417,895 - $876,024
18,978 New
18,978 $418,000
Q3 2023

Nov 09, 2023
BUY
$42.12 - $44.19 $795,604 - $834,704
18,889 New
18,889 $797,000

Others Institutions Holding SCHI

# of Institutions
208
Shares Held
26.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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