Retirement Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Retirement Group, LLC holds 920 shares of SCHM stock, worth $25,658. This represents 0.03% of its overall portfolio holdings.

Number of Shares
920
Previous 918 0.22%
Holding current value
$25,658
Previous $69,000 7.25%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 30, 2024
BUY
$72.89 - $81.43 $145 - $162
2 Added 0.22%
920 $74,000
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $189 - $227
3 Added 0.33%
918 $69,000
Q3 2023

Nov 06, 2023
SELL
$66.75 - $73.98 $43,254 - $47,939
-648 Reduced 41.46%
915 $61,000
Q2 2023

Aug 15, 2023
BUY
$65.29 - $71.03 $195 - $213
3 Added 0.19%
1,563 $111,000
Q1 2023

May 12, 2023
SELL
$64.24 - $73.9 $6,616 - $7,611
-103 Reduced 6.19%
1,560 $106,000
Q4 2022

Feb 15, 2023
BUY
$61.05 - $69.94 $18,498 - $21,191
303 Added 22.28%
1,663 $109,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $28,011 - $33,572
-463 Reduced 25.4%
1,360 $82,000
Q2 2022

Aug 04, 2022
SELL
$60.91 - $76.4 $100,257 - $125,754
-1,646 Reduced 47.45%
1,823 $114,000
Q1 2022

May 06, 2022
SELL
$70.66 - $80.89 $10,457 - $11,971
-148 Reduced 4.09%
3,469 $263,000
Q4 2021

Feb 09, 2022
BUY
$76.01 - $83.39 $228 - $250
3 Added 0.08%
3,617 $291,000
Q3 2021

Nov 16, 2021
SELL
$74.65 - $80.95 $7,241 - $7,852
-97 Reduced 2.61%
3,614 $277,000
Q2 2021

Aug 17, 2021
SELL
$74.64 - $79.12 $20,376 - $21,599
-273 Reduced 6.85%
3,711 $290,000
Q1 2021

May 04, 2021
SELL
$67.07 - $76.85 $4,896 - $5,610
-73 Reduced 1.8%
3,984 $297,000
Q4 2020

Feb 22, 2021
SELL
$55.93 - $68.45 $16,667 - $20,398
-298 Reduced 6.84%
4,057 $276,000
Q3 2020

Nov 16, 2021
BUY
$51.99 - $58.83 $223,245 - $252,616
4,294 Added 7039.34%
4,355 $242,000
Q3 2020

Sep 08, 2021
SELL
$51.99 - $58.83 $223,141 - $252,498
-4,292 Reduced 98.6%
61 $2,000
Q2 2020

Sep 08, 2021
BUY
$39.01 - $57.03 $31,403 - $45,909
805 Added 22.69%
4,353 $229,000
Q4 2019

Aug 30, 2021
BUY
$54.56 - $60.24 $193,578 - $213,731
3,548 New
3,548 $213,000

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Retirement Group, LLC Portfolio

Follow Retirement Group, 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 Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email