Life Planning Partners, Inc Schwab Strategic Tr Intl Small Transaction History

Life Planning Partners, Inc

  • $111 Million
  • Q3 2024

A detailed history of Life Planning Partners, Inc transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Life Planning Partners, Inc holds 10,938 shares of SCHC stock, worth $390,377. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,938
Previous 11,495 4.85%
Holding current value
$390,377
Previous $408,000 3.19%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Oct 29, 2024
SELL
$34.48 - $38.87 $19,205 - $21,650
-557 Reduced 4.85%
10,938 $421,000
Q2 2024

Jul 30, 2024
SELL
$34.12 - $36.71 $10,236 - $11,013
-300 Reduced 2.54%
11,495 $408,000
Q1 2024

May 01, 2024
SELL
$33.2 - $35.86 $2,124 - $2,295
-64 Reduced 0.54%
11,795 $422,000
Q4 2023

Jan 19, 2024
BUY
$30.0 - $35.05 $1,920 - $2,243
64 Added 0.54%
11,859 $413,000
Q1 2022

Apr 25, 2022
BUY
$34.89 - $41.24 $52,160 - $61,653
1,495 Added 14.51%
11,795 $448,000
Q4 2021

Feb 11, 2022
BUY
$39.06 - $43.63 $402,318 - $449,389
10,300 New
10,300 $421,000

Others Institutions Holding SCHC

# of Institutions
422
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email