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 $380,204. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,938
Previous 11,495 4.85%
Holding current value
$380,204
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

About SCHWAB STRATEGIC TR INTL SMALL


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  • Sector ETFs
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