Wealth Plan Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 30,111 shares of SCHX stock, worth $707,909. This represents 0.1% of its overall portfolio holdings.

Number of Shares

30,111

Previous 29,753 1.2%

Holding current value

$707,909

Previous $2.02 Billion 65.43%

% of portfolio

0.1%

Previous 0.27%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $8,019 - $24,444	358 Added 1.2%	30,111 $698 Million
Q3 2024 Nov 05, 2024	SELL	$61.11 - $67.85 $78,404 - $87,051	-1,283 Reduced 4.13%	29,753 $2.02 Billion
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $24,654 - $27,207	-420 Reduced 1.34%	31,036 $1.99 Billion
Q1 2024 May 07, 2024	SELL	$55.41 - $62.08 $41,945 - $46,994	-757 Reduced 2.35%	31,456 $1.95 Billion
Q4 2023 Jan 05, 2024	SELL	$48.47 - $56.6 $16,285 - $19,017	-336 Reduced 1.03%	32,213 $1.82 Billion
Q3 2023 Nov 01, 2023	BUY	$50.36 - $54.21 $25,331 - $27,267	503 Added 1.57%	32,549 $1.65 Billion
Q2 2023 Jul 31, 2023	SELL	$47.67 - $52.37 $6,054 - $6,650	-127 Reduced 0.39%	32,046 $1.68 Billion
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $492 - $543	11 Added 0.03%	32,173 $1.56 Billion
Q4 2022 Feb 16, 2023	BUY	$42.25 - $48.16 $387,136 - $441,290	9,163 Added 39.84%	32,162 $1.57 Billion
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $596,942 - $690,504	12,057 Added 110.19%	22,999 $1.13 Million
Q4 2021 Feb 01, 2022	SELL	$51.9 - $57.29 $24,393 - $26,926	-470 Reduced 4.12%	10,942 $1.17 Million
Q3 2021 Dec 09, 2021	SELL	$51.52 - $54.94 $26,841 - $28,623	-521 Reduced 4.37%	11,412 $0
Q2 2021 Aug 19, 2021	BUY	$48.62 - $52.01 $11,036 - $11,806	227 Added 1.94%	11,933 $1.28 Million
Q1 2021 May 11, 2021	SELL	$44.9 - $48.34 $21,327 - $22,961	-475 Reduced 3.9%	11,706 $1.18 Million
Q4 2020 Feb 09, 2021	SELL	$39.35 - $45.48 $5,784 - $6,685	-147 Reduced 1.19%	12,181 $1.15 Million
Q3 2020 Dec 18, 2020	SELL	$37.26 - $43.03 $24,479 - $28,270	-657 Reduced 5.06%	12,328 $1.05 Million
Q2 2020 Aug 19, 2020	SELL	$29.25 - $38.76 $48,145 - $63,798	-1,646 Reduced 11.25%	12,985 $1.05 Million
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $23,070 - $35,130	-867 Reduced 5.59%	14,631 $995,000
Q4 2019 Feb 14, 2020	SELL	$34.42 - $38.54 $45,090 - $50,487	-1,310 Reduced 7.79%	15,498 $1.25 Million
Q3 2019 Nov 15, 2019	SELL	$35.28 - $36.01 $11,607 - $11,847	-329 Reduced 1.92%	16,808 $1.24 Million
Q2 2019 Aug 19, 2019	BUY	N/A	8,992 Added 110.4%	17,137 $1.2 Million
Q1 2019 May 16, 2019	BUY	N/A	732 Added 9.87%	8,145 $555,000
Q4 2018 Feb 20, 2019	SELL	N/A	-618 Reduced 7.7%	7,413 $492,000
Q3 2018 Nov 21, 2018	BUY	N/A	3,472 Added 76.16%	8,031 $507,000
Q2 2018 Aug 16, 2018	BUY	N/A	4,559 New	4,559 $296,000

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Wealth Plan Partners, LLC Schwab Strategic Tr Us Large C Transaction History