A detailed history of Resource Planning Group transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Resource Planning Group holds 15,121 shares of SCHA stock, worth $421,271. This represents 0.45% of its overall portfolio holdings.

Number of Shares
15,121
Previous 17,485 13.52%
Holding current value
$421,271
Previous $724,000 1.38%
% of portfolio
0.45%
Previous 0.61%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$38.13 - $48.02 $90,139 - $113,519
-2,364 Reduced 13.52%
15,121 $714,000
Q3 2023

Nov 13, 2023

SELL
$40.85 - $46.1 $11,438 - $12,908
-280 Reduced 1.58%
17,485 $724,000
Q2 2023

Jul 28, 2023

SELL
$39.91 - $43.82 $7,103 - $7,799
-178 Reduced 0.99%
17,765 $778,000
Q1 2023

May 11, 2023

SELL
$39.82 - $46.36 $199,259 - $231,985
-5,004 Reduced 21.81%
17,943 $752,000
Q4 2022

Jan 30, 2023

SELL
$38.25 - $43.54 $115,247 - $131,186
-3,013 Reduced 11.61%
22,947 $929,000
Q3 2022

Nov 03, 2022

SELL
$37.65 - $45.9 $6,249 - $7,619
-166 Reduced 0.64%
25,960 $981,000
Q2 2022

Aug 02, 2022

BUY
$37.88 - $48.01 $288,304 - $365,404
7,611 Added 41.11%
26,126 $1.02 Million
Q1 2022

Apr 20, 2022

BUY
$44.42 - $51.73 $414,527 - $482,744
9,332 Added 101.62%
18,515 $877,000
Q4 2021

Jan 12, 2022

SELL
$48.64 - $55.07 $18,677 - $21,146
-384 Reduced 4.01%
9,183 $940,000
Q3 2021

Oct 12, 2021

SELL
$48.3 - $52.49 $24,922 - $27,084
-516 Reduced 5.12%
9,567 $958,000
Q2 2021

Aug 13, 2021

SELL
$48.39 - $52.91 $30,050 - $32,857
-621 Reduced 5.8%
10,083 $1.05 Million
Q1 2021

Apr 14, 2021

SELL
$43.89 - $52.63 $77,816 - $93,312
-1,773 Reduced 14.21%
10,704 $1.07 Million
Q4 2020

Feb 03, 2021

SELL
$34.66 - $45.17 $16,186 - $21,094
-467 Reduced 3.61%
12,477 $1.11 Million
Q3 2020

Nov 12, 2020

BUY
$32.09 - $36.38 $962 - $1,091
30 Added 0.23%
12,944 $884,000
Q2 2020

Sep 28, 2020

BUY
$23.59 - $35.22 $304,641 - $454,831
12,914 New
12,914 $844,000
Q1 2020

Apr 14, 2020

SELL
$22.29 - $38.7 $158,927 - $275,931
-7,130 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$33.63 - $38.03 $2,824 - $3,194
84 Added 1.19%
7,130 $539,000
Q3 2019

Oct 23, 2019

BUY
$34.78 - $36.12 $6,156 - $6,393
177 Added 2.58%
7,046 $491,000
Q2 2019

Jul 18, 2019

SELL
N/A
-290 Reduced 4.05%
6,869 $491,000
Q1 2019

May 16, 2019

SELL
N/A
-3,465 Reduced 32.61%
7,159 $501,000
Q4 2018

Jan 29, 2019

BUY
N/A
10,624 New
10,624 $645,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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