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

Retirement Income Solutions, Inc

$572 Million
Q4 2025

A detailed history of Retirement Income Solutions, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 61,608 shares of SCHG stock, worth $1.99 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

61,608

Previous 56,200 9.62%

Holding current value

$1.99 Million

Previous $1.79 Million 10.82%

% of portfolio

0.35%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$31.41 - $33.69 $169,865 - $182,195	5,408 Added 9.62%	61,608 $1.99 Million
Q2 2025 Jul 15, 2025	SELL	$22.27 - $29.21 $27,525 - $36,103	-1,236 Reduced 2.15%	56,200 $1.64 Million
Q1 2025 May 06, 2025	BUY	$24.91 - $29.02 $30,788 - $35,868	1,236 Added 2.2%	57,436 $1.44 Million
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $1.09 Million - $4.44 Million	42,150 Added 300.0%	56,200 $1.57 Million
Q1 2023 May 05, 2023	BUY	$54.19 - $65.17 $293,709 - $353,221	5,420 Added 62.8%	14,050 $915,000

Q1 2022 May 06, 2022	BUY	$65.63 - $82.62 $283,193 - $356,505	4,315 Added 100.0%	8,630 $646 Million
Q4 2020 Feb 12, 2021	BUY	$55.95 - $64.38 $241,424 - $277,799	4,315 New	4,315 $554 Million

Others Institutions Holding SCHG

# of Institutions

1,708

Shares Held

859M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Retirement Income Solutions, Inc Schwab Strategic Tr Us Large C Transaction History