Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 58,968 shares of SCHX stock, worth $1.34 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
58,968
Holding current value
$1.34 Million
% of portfolio
0.14%

Shares

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

Jan 30, 2025
BUY
$22.4 - $68.28 $1.32 Million - $4.03 Million
58,968 New
58,968 $1.37 Million
Q3 2023

Nov 09, 2023
BUY
$50.36 - $54.21 $1.64 Million - $1.76 Million
32,549 New
32,549 $1.65 Million
Q4 2022

Feb 15, 2023
BUY
$42.25 - $48.16 $62,868 - $71,662
1,488 Added 4.85%
32,162 $1.45 Million
Q3 2022

Dec 12, 2022
BUY
$42.35 - $51.01 $325,036 - $391,501
7,675 Added 33.37%
30,674 $1.42 Million
Q1 2022

Sep 07, 2022
BUY
$49.51 - $57.27 $1.14 Million - $1.32 Million
22,999 New
22,999 $1.13 Million

Others Institutions Holding SCHX

# of Institutions
1,475
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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