A detailed history of Retirement Guys Formula LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Retirement Guys Formula LLC holds 108,069 shares of SCHA stock, worth $2.8 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
108,069
Previous 149,331 27.63%
Holding current value
$2.8 Million
Previous $7.09 Million 21.45%
% of portfolio
2.65%
Previous 3.47%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$46.9 - $51.96 $1.94 Million - $2.14 Million
-41,262 Reduced 27.63%
108,069 $5.57 Million
Q2 2024

Aug 01, 2024

BUY
$45.24 - $49.04 $184,081 - $199,543
4,069 Added 2.8%
149,331 $7.09 Million
Q1 2024

Apr 19, 2024

BUY
$44.84 - $49.24 $260,923 - $286,527
5,819 Added 4.17%
145,262 $7.15 Million
Q4 2023

Jan 22, 2024

BUY
$38.13 - $48.02 $5.32 Million - $6.7 Million
139,443 New
139,443 $6.59 Million
Q2 2023

Jul 17, 2023

BUY
$39.91 - $43.82 $6.2 Million - $6.81 Million
155,304 New
155,304 $6.8 Million
Q1 2022

Jul 18, 2022

SELL
$44.42 - $51.73 $714,984 - $832,646
-16,096 Closed
0 $0
Q4 2021

Jul 18, 2022

BUY
$48.64 - $55.07 $782,909 - $886,406
16,096 New
16,096 $1.65 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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  • Sector ETFs
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