Retirement Guys Formula LLC Schwab Strategic Tr Us Large C Transaction History

Retirement Guys Formula LLC

$270 Million
Q3 2025

A detailed history of Retirement Guys Formula LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Guys Formula LLC holds 18,479 shares of SCHX stock, worth $490,432. This represents 0.18% of its overall portfolio holdings.

Number of Shares

18,479

Previous 19,448 4.98%

Holding current value

$490,432

Previous $475,000 2.32%

% of portfolio

0.18%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$24.46 - $26.5 $23,701 - $25,678	-969 Reduced 4.98%	18,479 $486,000
Q2 2025 Jul 15, 2025	SELL	$19.6 - $24.44 $14,562 - $18,158	-743 Reduced 3.68%	19,448 $475,000
Q1 2025 Apr 23, 2025	SELL	$21.75 - $24.28 $12,636 - $14,106	-581 Reduced 2.8%	20,191 $445,000
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $310,732 - $947,180	13,872 Added 201.04%	20,772 $481,000
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $6,599 - $7,327	-108 Reduced 1.54%	6,900 $468,000

Q2 2024 Aug 01, 2024	SELL	$58.7 - $64.78 $13,853 - $15,288	-236 Reduced 3.26%	7,008 $450,000
Q1 2024 Apr 19, 2024	SELL	$55.41 - $62.08 $57,293 - $64,190	-1,034 Reduced 12.49%	7,244 $449,000
Q4 2023 Jan 22, 2024	SELL	$48.47 - $56.6 $19,775 - $23,092	-408 Reduced 4.7%	8,278 $466,000
Q3 2023 Oct 13, 2023	SELL	$50.36 - $54.21 $23,115 - $24,882	-459 Reduced 5.02%	8,686 $439,000
Q2 2023 Jul 17, 2023	SELL	$47.67 - $52.37 $64,974 - $71,380	-1,363 Reduced 12.97%	9,145 $478,000
Q1 2023 Apr 18, 2023	SELL	$44.78 - $49.41 $78,857 - $87,011	-1,761 Reduced 14.35%	10,508 $508,000
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $42,123 - $48,015	-997 Reduced 7.52%	12,269 $553,000
Q3 2022 Nov 02, 2022	SELL	$42.35 - $51.01 $43,154 - $51,979	-1,019 Reduced 7.13%	13,266 $562,000
Q2 2022 Jul 22, 2022	BUY	$43.35 - $54.51 $153,112 - $192,529	3,532 Added 32.85%	14,285 $638,000
Q1 2022 Jul 18, 2022	BUY	$49.51 - $57.27 $286,316 - $331,192	5,783 Added 116.36%	10,753 $579,000
Q4 2021 Jul 18, 2022	BUY	$51.9 - $57.29 $257,943 - $284,731	4,970 New	4,970 $566,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Guys Formula LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Guys Formula LLC with notifications on news.

Account

Retirement Guys Formula LLC Schwab Strategic Tr Us Large C Transaction History