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

Life Plan Investment Advisors, Inc.

  • $238 Billion
  • Q3 2025

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 147,901 shares of SCHH stock, worth $3.14 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
147,901
Previous 132,596 11.54%
Holding current value
$3.14 Million
Previous $2.81 Billion 13.7%
% of portfolio
1.34%
Previous 1.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$20.76 - $21.78 $317,731 - $333,342
15,305 Added 11.54%
147,901 $3.19 Billion
Q2 2025

Aug 14, 2025
BUY
$18.94 - $21.67 $6,477 - $7,411
342 Added 0.26%
132,596 $2.81 Billion
Q1 2025

May 13, 2025
BUY
$20.2 - $22.24 $73,245 - $80,642
3,626 Added 2.82%
132,254 $2.84 Billion
Q4 2024

Feb 14, 2025
SELL
$20.55 - $23.26 $54,621 - $61,825
-2,658 Reduced 2.02%
128,628 $2.71 Billion
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
603
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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