Relaxing Retirement Coach Schwab Strategic Tr Us Large C Transaction History

Relaxing Retirement Coach

$320 Million
Q2 2023

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 $3.8 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

163,157

Previous 164,428 0.77%

Holding current value

$3.8 Million

Previous $7.95 Million 7.43%

% of portfolio

2.67%

Previous 2.73%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Relaxing Retirement Coach Schwab Strategic Tr Us Large C Transaction History