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 $21,164. This represents 0.01% of its overall portfolio holdings.

Number of Shares
766
Previous 766 -0.0%
Holding current value
$21,164
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
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