Life Plan Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Life Plan Financial, LLC holds 12,195 shares of SCHX stock, worth $288,411. This represents 0.71% of its overall portfolio holdings.
Number of Shares
12,195
Previous 12,634
3.47%
Holding current value
$288,411
Previous $812 Million
1.93%
% of portfolio
0.71%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio