Life Plan Investment Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Life Plan Investment Advisors, Inc.

$162 Billion
Q4 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 128,628 shares of SCHH stock, worth $2.78 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

128,628

Previous 131,286 2.02%

Holding current value

$2.78 Million

Previous $3.04 Billion 10.95%

% of portfolio

1.68%

Previous 1.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$20.55 - $23.26 $54,621 - $61,825	-2,658 Reduced 2.02%	128,628 $2.71 Billion
Q3 2024 Jan 21, 2025	SELL	$19.78 - $23.53 $52,753 - $62,754	-2,667 Reduced 1.99%	131,286 $3.04 Billion
Q2 2024 Jan 21, 2025	BUY	$18.53 - $20.2 $105,472 - $114,978	5,692 Added 4.44%	133,953 $2.68 Billion
Q1 2024 Jan 21, 2025	SELL	$19.39 - $20.93 $232 - $251	-12 Reduced 0.01%	128,261 $2.6 Billion
Q4 2023 Jan 21, 2025	BUY	$16.76 - $20.95 $57,084 - $71,355	3,406 Added 2.73%	128,273 $2.66 Billion
Q3 2023 Jan 21, 2025	BUY	$17.52 - $20.27 $122,237 - $141,423	6,977 Added 5.92%	124,867 $2.22 Billion
Q2 2023 Jan 21, 2025	BUY	$18.34 - $19.64 $2.16 Million - $2.32 Million	117,890 New	117,890 $2.3 Billion

Others Institutions Holding SCHH

# of Institutions

551

Shares Held

184M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Life Plan Investment Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History