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

Life Planning Partners, Inc

$109 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	SELL	$32.37 - $37.01 $20,781 - $23,760	-642 Reduced 28.91%	1,579 $58,000
Q4 2021 Feb 11, 2022	BUY	$37.77 - $40.6 $83,887 - $90,172	2,221 New	2,221 $86,000

Others Institutions Holding SCHF

# of Institutions

1,210

Shares Held

860M

Call Options Held

38.3K

Put Options Held

600

Northwestern Mutual Wealth Management CO

147M
Shares

$2.88 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$2.32 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$1.57 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$1.53 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.4 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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