Wealth Plan Investment Management, LLC Schwab Strategic Us Tips ETF Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 20,474 shares of SCHP stock, worth $536,828. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,474

Previous 21,407 4.36%

Holding current value

$536,828

Previous $552,000 0.36%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.69 - $26.89 $23,968 - $25,088	-933 Reduced 4.36%	20,474 $550,000
Q4 2024 Jan 30, 2025	BUY	$25.74 - $53.78 $551,016 - $1.15 Million	21,407 New	21,407 $552,000
Q3 2023 Nov 09, 2023	BUY	$50.37 - $52.48 $2.88 Million - $3 Million	57,237 Added 154694.59%	57,274 $2.89 Million
Q2 2023 Aug 14, 2023	SELL	$52.18 - $54.02 $235,383 - $243,684	-4,511 Reduced 99.19%	37 $1,000
Q2 2023 Jul 25, 2023	SELL	$52.18 - $54.02 $70,912 - $73,413	-1,359 Reduced 23.01%	4,548 $238,000
Q1 2023 May 08, 2023	SELL	$51.68 - $53.62 $979,025 - $1.02 Million	-18,944 Reduced 76.23%	5,907 $316,000
Q4 2022 Feb 15, 2023	SELL	$51.47 - $53.83 $13.1 Million - $13.7 Million	-255,250 Reduced 91.13%	24,851 $1.29 Million
Q3 2022 Dec 12, 2022	BUY	$51.8 - $57.88 $13.5 Million - $15 Million	259,671 Added 1271.03%	280,101 $15 Million
Q1 2022 Sep 07, 2022	BUY	$59.94 - $62.99 $1.22 Million - $1.29 Million	20,430 New	20,430 $1.21 Million

Others Institutions Holding SCHP

# of Institutions

737

Shares Held

339M

Call Options Held

37.5K

Put Options Held

10.4K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

More about SCHP

Track This Portfolio

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.

Account

Wealth Plan Investment Management, LLC Schwab Strategic Us Tips ETF Transaction History