Life Plan Investment Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Life Plan Investment Advisors, Inc.

$156 Billion
Q3 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 131,286 shares of SCHH stock, worth $2.77 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

131,286

Previous 133,953 1.99%

Holding current value

$2.77 Million

Previous $2.68 Billion 13.71%

% of portfolio

1.94%

Previous 1.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 21, 2025	SELL	$19.78 - $23.53 $52,753 - $62,754	-2,667 Reduced 1.99%	131,286 $3.04 Billion
Q2 2024 Jan 21, 2025	BUY	$18.53 - $20.2 $105,472 - $114,978	5,692 Added 4.44%	133,953 $2.68 Billion
Q1 2024 Jan 21, 2025	SELL	$19.39 - $20.93 $232 - $251	-12 Reduced 0.01%	128,261 $2.6 Billion
Q4 2023 Jan 21, 2025	BUY	$16.76 - $20.95 $57,084 - $71,355	3,406 Added 2.73%	128,273 $2.66 Billion
Q3 2023 Jan 21, 2025	BUY	$17.52 - $20.27 $122,237 - $141,423	6,977 Added 5.92%	124,867 $2.22 Billion
Q2 2023 Jan 21, 2025	BUY	$18.34 - $19.64 $2.16 Million - $2.32 Million	117,890 New	117,890 $2.3 Billion

Others Institutions Holding SCHH

# of Institutions

527

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Investment Advisors, Inc. with notifications on news.

Account

Life Plan Investment Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History