Life Plan Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Life Plan Investment Advisors, Inc.

$174 Billion
Q1 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 127,511 shares of SCHV stock, worth $3.57 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

127,511

Previous 128,873 1.06%

Holding current value

$3.57 Million

Previous $3.36 Billion 0.88%

% of portfolio

1.95%

Previous 2.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.77 - $27.6 $35,098 - $37,591	-1,362 Reduced 1.06%	127,511 $3.39 Billion
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $2.17 Million - $6.77 Million	84,263 Added 188.89%	128,873 $3.36 Billion
Q3 2024 Jan 21, 2025	BUY	$73.43 - $80.37 $32,676 - $35,764	445 Added 1.01%	44,610 $3.59 Billion
Q2 2024 Jan 21, 2025	BUY	$71.74 - $75.86 $108,542 - $114,776	1,513 Added 3.55%	44,165 $3.27 Billion
Q1 2024 Jan 21, 2025	SELL	$68.82 - $75.98 $102,266 - $112,906	-1,486 Reduced 3.37%	42,652 $3.24 Billion
Q4 2023 Jan 21, 2025	BUY	$61.16 - $70.24 $68,254 - $78,387	1,116 Added 2.59%	44,138 $3.09 Billion
Q3 2023 Jan 21, 2025	BUY	$64.45 - $69.39 $38,927 - $41,911	604 Added 1.42%	43,022 $2.77 Billion
Q2 2023 Jan 21, 2025	BUY	$63.33 - $67.21 $2.69 Million - $2.85 Million	42,418 New	42,418 $2.85 Billion

Others Institutions Holding SCHV

# of Institutions

963

Shares Held

337M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Life Plan Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History