Retirement Planning Group Schwab Strategic Tr Us Large C Transaction History

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024

A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Planning Group holds 25,476 shares of SCHX stock, worth $586,457. This represents 0.11% of its overall portfolio holdings.

Number of Shares
25,476
Previous 18,915 34.69%
Holding current value
$586,457
Previous $1.22 Million 42.22%
% of portfolio
0.11%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$61.11 - $67.85 $400,942 - $445,163
6,561 Added 34.69%
25,476 $1.73 Million
Q2 2024

Jul 12, 2024
BUY
$58.7 - $64.78 $222,179 - $245,192
3,785 Added 25.02%
18,915 $1.22 Million
Q1 2024

Apr 12, 2024
SELL
$55.41 - $62.08 $55 - $62
-1 Reduced 0.01%
15,130 $938,000
Q4 2023

Jan 12, 2024
SELL
$48.47 - $56.6 $18,564 - $21,677
-383 Reduced 2.47%
15,131 $853,000
Q2 2023

Jul 24, 2023
BUY
$47.67 - $52.37 $47 - $52
1 Added 0.01%
15,514 $812,000
Q4 2022

Jan 18, 2023
SELL
$42.25 - $48.16 $19,266 - $21,960
-456 Reduced 2.86%
15,513 $0
Q3 2022

Oct 13, 2022
SELL
$42.35 - $51.01 $88,680 - $106,814
-2,094 Reduced 11.59%
15,969 $676,000
Q2 2022

Jul 13, 2022
SELL
$43.35 - $54.51 $90,081 - $113,271
-2,078 Reduced 10.32%
18,063 $807,000
Q1 2022

Apr 19, 2022
BUY
$49.51 - $57.27 $490,545 - $567,431
9,908 Added 96.82%
20,141 $1.09 Million
Q4 2021

Jan 20, 2022
BUY
$51.9 - $57.29 $50,291 - $55,514
969 Added 10.46%
10,233 $1.17 Million
Q3 2021

Oct 18, 2021
SELL
$51.52 - $54.94 $207,110 - $220,858
-4,020 Reduced 30.26%
9,264 $964,000
Q2 2021

Jul 19, 2021
BUY
$48.62 - $52.01 $279,565 - $299,057
5,750 Added 76.32%
13,284 $1.38 Million
Q1 2021

Apr 26, 2021
SELL
$44.9 - $48.34 $21,282 - $22,913
-474 Reduced 5.92%
7,534 $723,000
Q4 2020

Jan 27, 2021
BUY
$39.35 - $45.48 $28,450 - $32,882
723 Added 9.92%
8,008 $728,000
Q2 2020

Aug 06, 2020
SELL
$29.25 - $38.76 $25,038 - $33,178
-856 Reduced 10.51%
7,285 $540,000
Q1 2020

May 05, 2020
SELL
$26.61 - $40.52 $179,511 - $273,347
-6,746 Reduced 45.31%
8,141 $499,000
Q4 2019

Jan 29, 2020
SELL
$34.42 - $38.54 $2,030 - $2,273
-59 Reduced 0.39%
14,887 $1.14 Million
Q3 2019

Oct 25, 2019
SELL
$35.28 - $36.01 $68,478 - $69,895
-1,941 Reduced 11.49%
14,946 $1.06 Million
Q2 2019

Jul 25, 2019
BUY
N/A
47 Added 0.28%
16,887 $1.19 Million
Q1 2019

May 06, 2019
SELL
N/A
-48,853 Reduced 74.37%
16,840 $1.14 Million
Q4 2018

Feb 06, 2019
BUY
N/A
65,693 New
65,693 $3.92 Million

Others Institutions Holding SCHX

# of Institutions
1,352
Shares Held
353M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email