Retirement Group, LLC Schwab Strategic Tr 1000 Index Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Retirement Group, LLC holds 64 shares of SCHK stock, worth $2,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 63 1.59%

Holding current value

$2,040

Previous $2,000 50.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$45.19 - $50.67 $45 - $50	1 Added 1.59%	64 $3,000
Q4 2022 Feb 15, 2023	BUY	$34.56 - $39.43 $2,177 - $2,484	63 New	63 $2,000
Q4 2021 Feb 09, 2022	BUY	$42.49 - $46.85 $42 - $46	1 Added 0.22%	462 $22,000
Q1 2021 May 04, 2021	BUY	$36.87 - $39.72 $14,784 - $15,927	401 Added 668.33%	461 $18,000
Q4 2020 Feb 22, 2021	SELL	$32.23 - $37.39 $32 - $37	-1 Reduced 1.64%	60 $2,000
Q3 2020 Nov 16, 2021	SELL	$30.53 - $35.25 $245,247 - $283,163	-8,033 Reduced 99.25%	61 $2,000
Q3 2020 Sep 08, 2021	BUY	$30.53 - $35.25 $245,278 - $283,198	8,034 Added 13390.0%	8,094 $286,000
Q2 2020 Sep 08, 2021	BUY	$23.93 - $31.78 $1,435 - $1,906	60 New	60 $2,000

Others Institutions Holding SCHK

# of Institutions

237

Shares Held

72.1M

Call Options Held

91.7K

Put Options Held

20.8K

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Retirement Group, LLC Schwab Strategic Tr 1000 Index Transaction History