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

Retirement Guys Formula LLC

$209 Million
Q4 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 18,942 shares of SCHX stock, worth $502,720. This represents 0.24% of its overall portfolio holdings.

Number of Shares

18,942

Previous 18,479 2.51%

Holding current value

$502,720

Previous $486,000 3.29%

% of portfolio

0.24%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$25.85 - $27.19 $11,968 - $12,588	463 Added 2.51%	18,942 $502,000
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

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

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