Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,805 shares of SCHE stock, worth $548,165. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,805
Previous 18,939 0.71%
Holding current value
$548,165
Previous $504,000 2.78%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$25.81 - $28.52 $3,458 - $3,821
-134 Reduced 0.71%
18,805 $518,000
Q4 2024

Jan 30, 2025
BUY
$26.63 - $30.23 $504,345 - $572,525
18,939 New
18,939 $504,000
Q3 2023

Nov 09, 2023
BUY
$23.83 - $26.11 $536,651 - $587,997
22,520 New
22,520 $539,000
Q4 2022

Feb 15, 2023
BUY
$21.59 - $24.95 $25,800 - $29,815
1,195 Added 5.66%
22,296 $527,000
Q3 2022

Dec 12, 2022
BUY
$22.4 - $25.83 $57,859 - $66,718
2,583 Added 13.95%
21,101 $506,000
Q1 2022

Sep 07, 2022
BUY
$25.61 - $30.82 $474,245 - $570,724
18,518 New
18,518 $487,000

Others Institutions Holding SCHE

# of Institutions
846
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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