Life Plan Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Life Plan Financial, LLC

$121 Billion
Q2 2025

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Life Plan Financial, LLC holds 21,228 shares of SCHM stock, worth $601,813. This represents 0.49% of its overall portfolio holdings.

Number of Shares

21,228

Previous 20,758 2.26%

Holding current value

$601,813

Previous $544 Million 9.48%

% of portfolio

0.49%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$22.92 - $28.05 $10,772 - $13,183	470 Added 2.26%	21,228 $595 Million
Q1 2025 Apr 25, 2025	SELL	$25.58 - $29.24 $38,549 - $44,064	-1,507 Reduced 6.77%	20,758 $544 Million
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $397,209 - $1.2 Million	14,423 Added 183.92%	22,265 $617 Million
Q3 2024 Oct 03, 2024	BUY	$75.47 - $83.18 $5,358 - $5,905	71 Added 0.91%	7,842 $652 Million
Q2 2024 Jul 30, 2024	BUY	$75.69 - $81.19 $20,284 - $21,758	268 Added 3.57%	7,771 $605 Million
Q1 2024 Apr 30, 2024	SELL	$72.89 - $81.43 $15,962 - $17,833	-219 Reduced 2.84%	7,503 $611 Million
Q4 2023 Jan 30, 2024	BUY	$63.01 - $75.95 $486,563 - $586,485	7,722 New	7,722 $582 Million

Others Institutions Holding SCHM

# of Institutions

1,026

Shares Held

285M

Call Options Held

45.7K

Put Options Held

5.3K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Life Plan Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History