Retirement Income Solutions, Inc Schwab Strategic Tr Us Small C Transaction History

Retirement Income Solutions, Inc

$486 Million
Q4 2024

A detailed history of Retirement Income Solutions, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 9,196 shares of SCHA stock, worth $218,313. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,196

Previous 4,598 100.0%

Holding current value

$218,313

Previous $236,000 0.42%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $116,467 - $235,233	4,598 Added 100.0%	9,196 $237,000
Q4 2023 Feb 08, 2024	BUY	$38.13 - $48.02 $175,321 - $220,795	4,598 New	4,598 $217,000
Q2 2023 Jul 28, 2023	SELL	$39.91 - $43.82 $99,974 - $109,769	-2,505 Reduced 35.27%	4,598 $201,000
Q1 2023 May 05, 2023	BUY	$39.82 - $46.36 $282,841 - $329,295	7,103 New	7,103 $297,000
Q2 2022 Aug 16, 2022	SELL	$37.88 - $48.01 $174,172 - $220,749	-4,598 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$44.42 - $51.73 $102,121 - $118,927	2,299 Added 100.0%	4,598 $218 Million
Q4 2020 Feb 12, 2021	BUY	$34.66 - $45.17 $79,683 - $103,845	2,299 New	2,299 $205 Million

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Retirement Income Solutions, Inc Schwab Strategic Tr Us Small C Transaction History