Retirement Guys Formula LLC Schwab Strategic Tr Us Dividen Transaction History

Retirement Guys Formula LLC

$209 Million
Q4 2025

A detailed history of Retirement Guys Formula LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Retirement Guys Formula LLC holds 41,350 shares of SCHD stock, worth $1.13 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

41,350

Previous 41,237 0.27%

Holding current value

$1.13 Million

Previous $1.13 Million 0.09%

% of portfolio

0.54%

Previous 0.42%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$26.44 - $27.53 $2,987 - $3,110	113 Added 0.27%	41,350 $1.13 Million
Q3 2025 Oct 21, 2025	SELL	$26.38 - $27.95 $150,075 - $159,007	-5,689 Reduced 12.12%	41,237 $1.13 Million
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $4,158 - $4,765	171 Added 0.37%	46,926 $1.24 Million
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $6,293 - $6,649	233 Added 0.5%	46,755 $1.31 Million
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $836,418 - $2.64 Million	31,059 Added 200.86%	46,522 $1.27 Million

Q3 2024 Oct 21, 2024	SELL	$77.02 - $85.06 $4,621 - $5,103	-60 Reduced 0.39%	15,463 $1.31 Million
Q2 2024 Aug 01, 2024	SELL	$75.81 - $80.15 $606 - $641	-8 Reduced 0.05%	15,523 $1.21 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $10,610 - $11,368	141 Added 0.92%	15,531 $1.25 Million
Q4 2023 Jan 22, 2024	SELL	$66.9 - $76.32 $27,897 - $31,825	-417 Reduced 2.64%	15,390 $1.17 Million
Q3 2023 Oct 13, 2023	SELL	$70.63 - $75.66 $8,899 - $9,533	-126 Reduced 0.79%	15,807 $1.12 Million
Q2 2023 Jul 17, 2023	BUY	$69.18 - $73.94 $8,855 - $9,464	128 Added 0.81%	15,933 $1.16 Million
Q1 2023 Apr 18, 2023	SELL	$70.28 - $78.03 $8,644 - $9,597	-123 Reduced 0.77%	15,805 $1.16 Million
Q4 2022 Feb 13, 2023	SELL	$67.16 - $79.06 $11,618 - $13,677	-173 Reduced 1.07%	15,928 $1.2 Million
Q3 2022 Nov 02, 2022	SELL	$66.43 - $77.87 $18,666 - $21,881	-281 Reduced 1.72%	16,101 $1.07 Million
Q2 2022 Jul 22, 2022	SELL	$70.31 - $80.24 $160,377 - $183,027	-2,281 Reduced 12.22%	16,382 $1.17 Million
Q1 2022 Jul 18, 2022	SELL	$75.14 - $81.94 $2.05 Million - $2.23 Million	-27,221 Reduced 59.33%	18,663 $1.47 Million
Q4 2021 Jul 18, 2022	BUY	$74.93 - $80.86 $3.44 Million - $3.71 Million	45,884 New	45,884 $3.71 Million

Others Institutions Holding SCHD

# of Institutions

2,063

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Retirement Guys Formula LLC Schwab Strategic Tr Us Dividen Transaction History