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

Life Planning Partners, Inc

$107 Million
Q4 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 $407,112. This represents 0.35% of its overall portfolio holdings.

Number of Shares

10,938

Previous 375,502 97.09%

Holding current value

$407,112

Previous $12.9 Million 97.09%

% of portfolio

0.35%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$33.93 - $38.37 $12.4 Million - $14 Million	-364,564 Reduced 97.09%	10,938 $375,000
Q4 2024 Jan 29, 2025	BUY	$33.93 - $38.37 $12.4 Million - $14 Million	364,564 Added 3333.0%	375,502 $12.9 Million
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

455

Shares Held

46.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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