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

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

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 58,365 shares of SCHX stock, worth $1.36 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

58,365

Previous 58,968 1.02%

Holding current value

$1.36 Million

Previous $1.37 Million 5.71%

% of portfolio

0.14%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$21.75 - $24.28 $13,115 - $14,640	-603 Reduced 1.02%	58,365 $1.29 Million
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

1,496

Shares Held

1.14B

Call Options Held

53.9K

Put Options Held

5.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History