Retirement Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Retirement Group, LLC holds 230 shares of SCHI stock, worth $5,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares
230
Previous 320 28.13%
Holding current value
$5,232
Previous $14,000 28.57%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$43.87 - $44.99 $3,948 - $4,049
-90 Reduced 28.13%
230 $10,000
Q4 2022

Feb 15, 2023
BUY
$40.96 - $44.32 $3,686 - $3,988
90 Added 39.13%
320 $14,000
Q3 2022

Nov 14, 2022
SELL
$41.61 - $46.11 $1,664 - $1,844
-40 Reduced 14.81%
230 $10,000
Q1 2022

May 06, 2022
BUY
$47.33 - $51.36 $10,885 - $11,812
230 Added 575.0%
270 $13,000
Q4 2021

Feb 09, 2022
BUY
$51.18 - $52.35 $2,047 - $2,094
40 New
40 $2,000

Others Institutions Holding SCHI

# of Institutions
241
Shares Held
48.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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