Wealth Plan Investment Management, LLC Schwab Strategic Tr 5 10 Yr C 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 5 10 Yr C stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 17,819 shares of SCHI stock, worth $394,156. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,819
Previous 18,978 6.11%
Holding current value
$394,156
Previous $418,000 4.31%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 09, 2025
SELL
$21.77 - $22.56 $25,231 - $26,147
-1,159 Reduced 6.11%
17,819 $400,000
Q4 2024

Jan 30, 2025
BUY
$22.02 - $46.16 $417,895 - $876,024
18,978 New
18,978 $418,000
Q3 2023

Nov 09, 2023
BUY
$42.12 - $44.19 $795,604 - $834,704
18,889 New
18,889 $797,000

Others Institutions Holding SCHI

# of Institutions
231
Shares Held
48.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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