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

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
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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