Wealth Plan Investment Management, LLC Schwab Strategic Us Tips ETF 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 Us Tips ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 19,673 shares of SCHP stock, worth $527,236. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,673
Previous 19,967 1.47%
Holding current value
$527,236
Previous $532,000 0.38%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$26.44 - $27.1 $7,773 - $7,967
-294 Reduced 1.47%
19,673 $530,000
Q2 2025

Jul 28, 2025
SELL
$26.18 - $26.93 $13,273 - $13,653
-507 Reduced 2.48%
19,967 $532,000
Q1 2025

May 09, 2025
SELL
$25.69 - $26.89 $23,968 - $25,088
-933 Reduced 4.36%
20,474 $550,000
Q4 2024

Jan 30, 2025
BUY
$25.74 - $53.78 $551,016 - $1.15 Million
21,407 New
21,407 $552,000
Q3 2023

Nov 09, 2023
BUY
$50.37 - $52.48 $2.88 Million - $3 Million
57,237 Added 154694.59%
57,274 $2.89 Million
Q2 2023

Aug 14, 2023
SELL
$52.18 - $54.02 $235,383 - $243,684
-4,511 Reduced 99.19%
37 $1,000
Q2 2023

Jul 25, 2023
SELL
$52.18 - $54.02 $70,912 - $73,413
-1,359 Reduced 23.01%
4,548 $238,000
Q1 2023

May 08, 2023
SELL
$51.68 - $53.62 $979,025 - $1.02 Million
-18,944 Reduced 76.23%
5,907 $316,000
Q4 2022

Feb 15, 2023
SELL
$51.47 - $53.83 $13.1 Million - $13.7 Million
-255,250 Reduced 91.13%
24,851 $1.29 Million
Q3 2022

Dec 12, 2022
BUY
$51.8 - $57.88 $13.5 Million - $15 Million
259,671 Added 1271.03%
280,101 $15 Million
Q1 2022

Sep 07, 2022
BUY
$59.94 - $62.99 $1.22 Million - $1.29 Million
20,430 New
20,430 $1.21 Million

Others Institutions Holding SCHP

# of Institutions
759
Shares Held
389M
Call Options Held
4.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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