Life Plan Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Plan Financial, LLC holds 7,842 shares of SCHM stock, worth $227,653. This represents 0.56% of its overall portfolio holdings.

Number of Shares
7,842
Previous 7,771 0.91%
Holding current value
$227,653
Previous $605 Million 7.73%
% of portfolio
0.56%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
BUY
$75.47 - $83.18 $5,358 - $5,905
71 Added 0.91%
7,842 $652 Million
Q2 2024

Jul 30, 2024
BUY
$75.69 - $81.19 $20,284 - $21,758
268 Added 3.57%
7,771 $605 Million
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $15,962 - $17,833
-219 Reduced 2.84%
7,503 $611 Million
Q4 2023

Jan 30, 2024
BUY
$63.01 - $75.95 $486,563 - $586,485
7,722 New
7,722 $582 Million

Others Institutions Holding SCHM

# of Institutions
929
Shares Held
95.9M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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