Wealth Plan Investment Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

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 18,978 shares of SCHI stock, worth $424,917. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,978
Holding current value
$424,917
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
220
Shares Held
42.1M
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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email