A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Retirement Group, LLC holds 766 shares of SCHA stock, worth $20,620. This represents 0.01% of its overall portfolio holdings.

Number of Shares
766
Previous 766 -0.0%
Holding current value
$20,620
Previous $36,000 2.78%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 15, 2023

BUY
$38.25 - $43.54 $9,715 - $11,059
254 Added 49.61%
766 $31,000
Q3 2022

Nov 14, 2022

SELL
$37.65 - $45.9 $19,126 - $23,317
-508 Reduced 49.8%
512 $19,000
Q2 2022

Aug 04, 2022

SELL
$37.88 - $48.01 $186,596 - $236,497
-4,926 Reduced 82.85%
1,020 $40,000
Q1 2022

May 06, 2022

BUY
$44.42 - $51.73 $143,432 - $167,036
3,229 Added 118.84%
5,946 $282,000
Q3 2021

Nov 16, 2021

SELL
$48.3 - $52.49 $2,656 - $2,886
-55 Reduced 1.98%
2,717 $272,000
Q2 2021

Aug 17, 2021

SELL
$48.39 - $52.91 $2,419 - $2,645
-50 Reduced 1.77%
2,772 $289,000
Q1 2021

May 04, 2021

BUY
$43.89 - $52.63 $30,723 - $36,841
700 Added 32.99%
2,822 $281,000
Q4 2020

Feb 22, 2021

BUY
$34.66 - $45.17 $19,721 - $25,701
569 Added 36.64%
2,122 $162,000
Q3 2020

Nov 16, 2021

BUY
$32.09 - $36.38 $21,949 - $24,883
684 Added 78.71%
1,553 $106,000
Q3 2020

Sep 08, 2021

SELL
$32.09 - $36.38 $21,949 - $24,883
-684 Reduced 44.04%
869 $75,000
Q2 2020

Sep 08, 2021

BUY
$23.59 - $35.22 $2,217 - $3,310
94 Added 6.44%
1,553 $101,000
Q4 2019

Aug 30, 2021

BUY
$33.63 - $38.03 $49,066 - $55,485
1,459 New
1,459 $110,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Retirement Group, LLC Portfolio

Follow Retirement Group, LLC 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 Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.