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

Retirement Guys Formula LLC

  • $188 Million
  • Q4 2024

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 20,772 shares of SCHX stock, worth $456,153. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,772
Previous 6,900 201.04%
Holding current value
$456,153
Previous $468,000 2.78%
% of portfolio
0.26%
Previous 0.22%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,478
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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