Life Planning Partners, Inc Schwab Strategic Tr Intl Small Transaction History
Life Planning Partners, Inc
- $99.6 Million
- Q1 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 11,795 shares of SCHC stock, worth $420,019. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,795
Previous 11,859
0.54%
Holding current value
$420,019
Previous $413,000
2.18%
% of portfolio
0.42%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio