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 $415,676. This represents 0.45% of its overall portfolio holdings.

Number of Shares
15,121
Previous 17,485 13.52%
Holding current value
$415,676
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


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Resource Planning Group Portfolio

Follow Resource 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 Resource Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Resource Planning Group with notifications on news.