Retirement Planning Group Schwab Strategic Tr Us Emergin Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Retirement Planning Group holds 13,617 shares of SCHE stock, worth $366,569. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,617

Previous 14,647 7.03%

Holding current value

$366,569

Previous $390,000 3.85%

% of portfolio

0.02%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$25.81 - $28.52 $26,584 - $29,375	-1,030 Reduced 7.03%	13,617 $375,000
Q4 2024 Feb 18, 2025	BUY	$26.63 - $30.23 $57,893 - $65,720	2,174 Added 17.43%	14,647 $390,000
Q3 2024 Oct 10, 2024	SELL	$25.45 - $29.53 $34,255 - $39,747	-1,346 Reduced 9.74%	12,473 $363,000
Q2 2024 Jul 12, 2024	SELL	$24.67 - $27.2 $275,465 - $303,715	-11,166 Reduced 44.69%	13,819 $367,000
Q1 2024 Apr 12, 2024	BUY	$23.47 - $25.45 $41,283 - $44,766	1,759 Added 7.57%	24,985 $630,000
Q4 2023 Jan 12, 2024	SELL	$23.04 - $24.89 $53,798 - $58,118	-2,335 Reduced 9.14%	23,226 $575,000
Q3 2023 Oct 24, 2023	SELL	$23.83 - $26.11 $22,709 - $24,882	-953 Reduced 3.59%	25,561 $611,000
Q2 2023 Jul 24, 2023	SELL	$23.66 - $25.54 $7,168 - $7,738	-303 Reduced 1.13%	26,514 $653,000
Q1 2023 Apr 19, 2023	BUY	$23.32 - $26.39 $209,646 - $237,246	8,990 Added 50.43%	26,817 $657,000
Q4 2022 Jan 18, 2023	SELL	$21.59 - $24.95 $302 - $349	-14 Reduced 0.08%	17,827 $0
Q3 2022 Oct 13, 2022	BUY	$22.4 - $25.83 $18,233 - $21,025	814 Added 4.78%	17,841 $400,000
Q2 2022 Jul 13, 2022	SELL	$24.51 - $28.87 $61,250 - $72,146	-2,499 Reduced 12.8%	17,027 $432,000
Q1 2022 Apr 19, 2022	SELL	$25.61 - $30.82 $83,642 - $100,658	-3,266 Reduced 14.33%	19,526 $542,000
Q4 2021 Jan 20, 2022	BUY	$28.68 - $31.96 $19,531 - $21,764	681 Added 3.08%	22,792 $675,000
Q3 2021 Oct 18, 2021	BUY	$29.81 - $32.7 $6,379 - $6,997	214 Added 0.98%	22,111 $674,000
Q2 2021 Jul 19, 2021	SELL	$31.06 - $33.61 $24,226 - $26,215	-780 Reduced 3.44%	21,897 $720,000
Q1 2021 Apr 26, 2021	SELL	$30.78 - $34.63 $153,099 - $172,249	-4,974 Reduced 17.99%	22,677 $721,000
Q4 2020 Jan 27, 2021	SELL	$26.72 - $30.68 $8,176 - $9,388	-306 Reduced 1.09%	27,651 $848,000
Q3 2020 Oct 15, 2020	SELL	$24.69 - $27.71 $79,082 - $88,755	-3,203 Reduced 10.28%	27,957 $748,000
Q2 2020 Aug 06, 2020	SELL	$19.87 - $25.05 $241,122 - $303,981	-12,135 Reduced 28.03%	31,160 $759,000
Q1 2020 May 05, 2020	SELL	$18.68 - $28.22 $4.91 Million - $7.41 Million	-262,651 Reduced 85.85%	43,295 $896,000
Q4 2019 Jan 29, 2020	BUY	$24.83 - $27.51 $26,965 - $29,875	1,086 Added 0.36%	305,946 $8.37 Million
Q3 2019 Oct 25, 2019	SELL	$25.08 - $25.94 $330,278 - $341,603	-13,169 Reduced 4.14%	304,860 $7.66 Million
Q2 2019 Jul 25, 2019	BUY	N/A	16,391 Added 5.43%	318,029 $8.35 Million
Q1 2019 May 06, 2019	BUY	N/A	14,340 Added 4.99%	301,638 $7.85 Million
Q4 2018 Feb 06, 2019	BUY	N/A	13,919 Added 5.09%	287,298 $6.76 Million
Q3 2018 Nov 07, 2018	BUY	N/A	14,480 Added 5.59%	273,379 $7.03 Million
Q2 2018 Aug 07, 2018	BUY	N/A	38,314 Added 17.37%	258,899 $6.7 Million
Q1 2018 May 07, 2018	SELL	N/A	-377 Reduced 0.17%	220,585 $6.33 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-6,920 Reduced 3.04%	220,962 $6.17 Million
Q3 2017 Oct 16, 2017	BUY	N/A	227,882	227,882 $6.13 Million

Others Institutions Holding SCHE

# of Institutions

838

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

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About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Retirement Planning Group Schwab Strategic Tr Us Emergin Transaction History