Retirement Planning Group Schwab Strategic Tr Us Broad M Transaction History

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024

A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Retirement Planning Group holds 5,777,637 shares of SCHB stock, worth $123 Million. This represents 7.91% of its overall portfolio holdings.

Number of Shares
5,777,637
Previous 1,791,433 222.51%
Holding current value
$123 Million
Previous $119 Million 10.06%
% of portfolio
7.91%
Previous 7.55%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$22.01 - $66.82 $87.7 Million - $266 Million
3,986,204 Added 222.51%
5,777,637 $131 Million
Q3 2024

Oct 10, 2024
SELL
$59.93 - $66.52 $1.31 Million - $1.45 Million
-21,853 Reduced 1.21%
1,791,433 $119 Million
Q2 2024

Jul 12, 2024
SELL
$57.57 - $63.3 $15.1 Million - $16.6 Million
-262,770 Reduced 12.66%
1,813,286 $114 Million
Q1 2024

Apr 12, 2024
SELL
$54.61 - $61.05 $4.31 Million - $4.82 Million
-78,921 Reduced 3.66%
2,076,056 $127 Million
Q4 2023

Jan 12, 2024
SELL
$47.61 - $55.91 $408,112 - $479,260
-8,572 Reduced 0.4%
2,154,977 $120 Million
Q3 2023

Oct 24, 2023
SELL
$49.59 - $53.57 $735,568 - $794,603
-14,833 Reduced 0.68%
2,163,549 $108 Million
Q2 2023

Jul 24, 2023
SELL
$47.08 - $51.7 $809,681 - $889,136
-17,198 Reduced 0.78%
2,178,382 $113 Million
Q1 2023

Apr 19, 2023
BUY
$44.47 - $49.23 $1.52 Million - $1.68 Million
34,156 Added 1.58%
2,195,580 $105 Million
Q4 2022

Jan 18, 2023
SELL
$41.94 - $47.81 $157,987 - $180,100
-3,767 Reduced 0.17%
2,161,424 $0
Q3 2022

Oct 13, 2022
SELL
$41.99 - $50.63 $526,344 - $634,647
-12,535 Reduced 0.58%
2,165,191 $90.9 Million
Q2 2022

Jul 13, 2022
SELL
$42.93 - $53.98 $1.58 Million - $1.99 Million
-36,908 Reduced 1.67%
2,177,726 $96.2 Million
Q1 2022

Apr 19, 2022
BUY
$49.15 - $56.85 $49.5 Million - $57.3 Million
1,007,190 Added 83.42%
2,214,634 $118 Million
Q4 2021

Jan 20, 2022
BUY
$51.87 - $56.86 $1.3 Million - $1.43 Million
25,134 Added 2.13%
1,207,444 $136 Million
Q3 2021

Oct 18, 2021
BUY
$51.32 - $54.83 $1.34 Million - $1.43 Million
26,165 Added 2.26%
1,182,310 $123 Million
Q2 2021

Jul 19, 2021
BUY
$48.92 - $52.14 $4.35 Million - $4.63 Million
88,845 Added 8.32%
1,156,145 $121 Million
Q1 2021

Apr 26, 2021
BUY
$44.89 - $48.81 $100,598 - $109,383
2,241 Added 0.21%
1,067,300 $103 Million
Q4 2020

Jan 27, 2021
SELL
$39.03 - $45.5 $346,430 - $403,858
-8,876 Reduced 0.83%
1,065,059 $96.9 Million
Q3 2020

Oct 15, 2020
SELL
$36.93 - $42.52 $694,062 - $799,120
-18,794 Reduced 1.72%
1,073,935 $85.5 Million
Q2 2020

Aug 06, 2020
SELL
$28.84 - $38.49 $1.92 Million - $2.56 Million
-66,559 Reduced 5.74%
1,092,729 $80.3 Million
Q1 2020

May 05, 2020
SELL
$26.18 - $40.44 $1.9 Million - $2.94 Million
-72,716 Reduced 5.9%
1,159,288 $70.1 Million
Q4 2019

Jan 29, 2020
SELL
$34.47 - $38.58 $217,161 - $243,054
-6,300 Reduced 0.51%
1,232,004 $94.7 Million
Q3 2019

Oct 25, 2019
SELL
$35.32 - $36.13 $2.24 Million - $2.29 Million
-63,507 Reduced 4.88%
1,238,304 $87.9 Million
Q2 2019

Jul 25, 2019
BUY
N/A
41,063 Added 3.26%
1,301,811 $91.8 Million
Q1 2019

May 06, 2019
BUY
N/A
9,466 Added 0.76%
1,260,748 $85.8 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-176,728 Reduced 12.38%
1,251,282 $75 Million
Q3 2018

Nov 07, 2018
BUY
N/A
14,417 Added 1.02%
1,428,010 $101 Million
Q2 2018

Aug 07, 2018
BUY
N/A
31,489 Added 2.28%
1,413,593 $93.3 Million
Q1 2018

May 07, 2018
BUY
N/A
25,381 Added 1.87%
1,382,104 $88.2 Million
Q4 2017

Jan 31, 2018
BUY
N/A
3,838 Added 0.28%
1,356,723 $87.5 Million
Q3 2017

Oct 16, 2017
BUY
N/A
1,352,885
1,352,885 $82.4 Million

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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