A detailed history of Relaxing Retirement Coach transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Relaxing Retirement Coach holds 163,157 shares of SCHX stock, worth $3.79 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
163,157
Previous 164,428 0.77%
Holding current value
$3.79 Million
Previous $7.95 Million 7.43%
% of portfolio
2.67%
Previous 2.73%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 26, 2023

SELL
$47.67 - $52.37 $60,588 - $66,562
-1,271 Reduced 0.77%
163,157 $8.54 Million
Q1 2023

Apr 26, 2023

SELL
$44.78 - $49.41 $61,214 - $67,543
-1,367 Reduced 0.82%
164,428 $7.95 Million
Q4 2022

Jan 30, 2023

SELL
$42.25 - $48.16 $7,647 - $8,716
-181 Reduced 0.11%
165,795 $7.49 Million
Q3 2022

Oct 18, 2022

SELL
$42.35 - $51.01 $125,271 - $150,887
-2,958 Reduced 1.75%
165,976 $7.02 Million
Q2 2022

Jul 13, 2022

SELL
$43.35 - $54.51 $238,078 - $299,368
-5,492 Reduced 3.15%
168,934 $7.54 Million
Q1 2022

May 06, 2022

BUY
$49.51 - $57.27 $4.32 Million - $5 Million
87,226 Added 100.03%
174,426 $9.39 Million
Q4 2021

May 06, 2022

SELL
$51.9 - $57.29 $103 - $114
-2 Reduced -0.0%
87,200 $9.92 Million
Q4 2021

Jan 31, 2022

SELL
$51.9 - $57.29 $40,689 - $44,915
-784 Reduced 0.89%
87,202 $9.29 Million
Q3 2021

Oct 22, 2021

SELL
$51.52 - $54.94 $57,805 - $61,642
-1,122 Reduced 1.26%
87,986 $9.15 Million
Q2 2021

Jul 15, 2021

SELL
$48.62 - $52.01 $46,286 - $49,513
-952 Reduced 1.06%
89,108 $9.26 Million
Q1 2021

Apr 23, 2021

SELL
$44.9 - $48.34 $225,622 - $242,908
-5,025 Reduced 5.28%
90,060 $8.65 Million
Q4 2020

Jan 22, 2021

SELL
$39.35 - $45.48 $6.05 Million - $6.99 Million
-153,669 Reduced 61.78%
95,085 $8.65 Million
Q3 2020

Nov 02, 2020

BUY
$37.26 - $43.03 $3.58 Million - $4.14 Million
96,168 Added 63.03%
248,754 $20.1 Million
Q2 2020

Jul 13, 2020

SELL
$29.25 - $38.76 $746,781 - $989,581
-25,531 Reduced 14.33%
152,586 $11.3 Million
Q1 2020

Apr 10, 2020

SELL
$26.61 - $40.52 $2.26 Million - $3.44 Million
-84,859 Reduced 32.27%
178,117 $10.9 Million
Q4 2019

Jan 24, 2020

SELL
$34.42 - $38.54 $283,689 - $317,646
-8,242 Reduced 3.04%
262,976 $20.2 Million
Q3 2019

Nov 08, 2019

SELL
$35.28 - $36.01 $260,825 - $266,221
-7,393 Reduced 2.65%
271,218 $19.2 Million
Q2 2019

Aug 05, 2019

SELL
N/A
-12,518 Reduced 4.3%
278,611 $19.5 Million
Q1 2019

Apr 22, 2019

SELL
N/A
-2,732 Reduced 0.93%
291,129 $19.7 Million
Q4 2018

Feb 01, 2019

SELL
N/A
-6,357 Reduced 2.12%
293,861 $17.5 Million
Q3 2018

Nov 13, 2018

SELL
N/A
-13,180 Reduced 4.21%
300,218 $20.9 Million
Q2 2018

Aug 07, 2018

BUY
N/A
17,367 Added 5.87%
313,398 $20.4 Million
Q1 2018

May 11, 2018

BUY
N/A
28,574 Added 10.68%
296,031 $18.7 Million
Q4 2017

Feb 09, 2018

BUY
N/A
267,457
267,457 $17.1 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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