Life Plan Investment Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

Life Plan Investment Advisors, Inc.

$174 Billion
Q1 2025

A detailed history of Life Plan Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 182,472 shares of SCHE stock, worth $5.66 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

182,472

Previous 178,044 2.49%

Holding current value

$5.66 Million

Previous $4.74 Billion 6.1%

% of portfolio

2.89%

Previous 2.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$25.81 - $28.52 $114,286 - $126,286	4,428 Added 2.49%	182,472 $5.03 Billion
Q4 2024 Feb 14, 2025	SELL	$26.63 - $30.23 $126,758 - $143,894	-4,760 Reduced 2.6%	178,044 $4.74 Billion
Q3 2024 Jan 21, 2025	BUY	$25.45 - $29.53 $49,678 - $57,642	1,952 Added 1.08%	182,804 $5.33 Billion
Q2 2024 Jan 21, 2025	BUY	$24.67 - $27.2 $135,166 - $149,028	5,479 Added 3.12%	180,852 $4.8 Billion
Q1 2024 Jan 21, 2025	BUY	$23.47 - $25.45 $75,244 - $81,592	3,206 Added 1.86%	175,373 $4.43 Billion
Q4 2023 Jan 21, 2025	BUY	$23.04 - $24.89 $123,056 - $132,937	5,341 Added 3.2%	172,167 $4.27 Billion
Q3 2023 Jan 21, 2025	BUY	$23.83 - $26.11 $119,578 - $131,019	5,018 Added 3.1%	166,826 $3.99 Billion
Q2 2023 Jan 21, 2025	BUY	$23.66 - $25.54 $3.83 Million - $4.13 Million	161,808 New	161,808 $3.99 Billion

Others Institutions Holding SCHE

# of Institutions

854

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Life Plan Investment Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History