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

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 11,803 shares of SCHI stock, worth $523,935. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,803
Previous 21,692 45.59%
Holding current value
$523,935
Previous $975 Million 46.13%
% of portfolio
0.05%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$43.87 - $44.99 $433,830 - $444,906
-9,889 Reduced 45.59%
11,803 $525 Million
Q4 2023

Jan 05, 2024
BUY
$40.96 - $45.17 $114,810 - $126,611
2,803 Added 14.84%
21,692 $975 Million
Q3 2023

Nov 01, 2023
BUY
$42.12 - $44.19 $397,907 - $417,462
9,447 Added 100.05%
18,889 $797 Million
Q2 2023

Jul 31, 2023
BUY
$43.63 - $45.06 $403,315 - $416,534
9,244 Added 4668.69%
9,442 $416 Million
Q1 2023

May 10, 2023
BUY
$42.99 - $45.29 $8,512 - $8,967
198 New
198 $8.84 Million
Q2 2021

Aug 19, 2021
SELL
N/A
-8,065 Closed
0 $0
Q1 2021

May 11, 2021
SELL
N/A
-934 Reduced 10.38%
8,065 $418,000
Q4 2020

Feb 09, 2021
BUY
N/A
8,999 New
8,999 $479,000

Others Institutions Holding SCHI

# of Institutions
183
Shares Held
135M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
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