Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 27,661 shares of SCHA stock, worth $744,357. This represents 0.08% of its overall portfolio holdings.

Number of Shares
27,661
Holding current value
$744,357
% of portfolio
0.08%

Shares

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

Jan 30, 2025
BUY
$25.33 - $51.16 $700,653 - $1.42 Million
27,661 New
27,661 $715,000
Q3 2023

Nov 09, 2023
BUY
$40.85 - $46.1 $683,747 - $771,621
16,738 New
16,738 $693,000
Q4 2022

Feb 15, 2023
BUY
$38.25 - $43.54 $33,162 - $37,749
867 Added 5.17%
17,652 $715,000
Q3 2022

Dec 12, 2022
SELL
$37.65 - $45.9 $346,681 - $422,647
-9,208 Reduced 35.42%
16,785 $695,000
Q1 2022

Sep 07, 2022
BUY
$44.42 - $51.73 $1.15 Million - $1.34 Million
25,993 New
25,993 $1.12 Million

Others Institutions Holding SCHA

# of Institutions
1,178
Shares Held
197M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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