Life Plan Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Life Plan Investment Advisors, Inc.
- $238 Billion
- Q3 2025
A detailed history of Life Plan Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 112,424 shares of SCHG stock, worth $3.63 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
112,424
Previous 113,664
1.09%
Holding current value
$3.63 Million
Previous $3.32 Billion
8.05%
% of portfolio
1.5%
Previous 1.65%
Shares
10 transactions
Others Institutions Holding SCHG
# of Institutions
1,684Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio