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

Life Planning Partners, Inc

$111 Million
Q3 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

1,268

Shares Held

773M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.96 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.58 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.55 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.37 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$969 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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