Retirement Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Retirement Group, LLC holds 920 shares of SCHM stock, worth $26,394. This represents 0.03% of its overall portfolio holdings.

Number of Shares
920
Previous 918 0.22%
Holding current value
$26,394
Previous $69,000 7.25%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 30, 2024
BUY
$72.89 - $81.43 $145 - $162
2 Added 0.22%
920 $74,000
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $189 - $227
3 Added 0.33%
918 $69,000
Q3 2023

Nov 06, 2023
SELL
$66.75 - $73.98 $43,254 - $47,939
-648 Reduced 41.46%
915 $61,000
Q2 2023

Aug 15, 2023
BUY
$65.29 - $71.03 $195 - $213
3 Added 0.19%
1,563 $111,000
Q1 2023

May 12, 2023
SELL
$64.24 - $73.9 $6,616 - $7,611
-103 Reduced 6.19%
1,560 $106,000
Q4 2022

Feb 15, 2023
BUY
$61.05 - $69.94 $18,498 - $21,191
303 Added 22.28%
1,663 $109,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $28,011 - $33,572
-463 Reduced 25.4%
1,360 $82,000
Q2 2022

Aug 04, 2022
SELL
$60.91 - $76.4 $100,257 - $125,754
-1,646 Reduced 47.45%
1,823 $114,000
Q1 2022

May 06, 2022
SELL
$70.66 - $80.89 $10,457 - $11,971
-148 Reduced 4.09%
3,469 $263,000
Q4 2021

Feb 09, 2022
BUY
$76.01 - $83.39 $228 - $250
3 Added 0.08%
3,617 $291,000
Q3 2021

Nov 16, 2021
SELL
$74.65 - $80.95 $7,241 - $7,852
-97 Reduced 2.61%
3,614 $277,000
Q2 2021

Aug 17, 2021
SELL
$74.64 - $79.12 $20,376 - $21,599
-273 Reduced 6.85%
3,711 $290,000
Q1 2021

May 04, 2021
SELL
$67.07 - $76.85 $4,896 - $5,610
-73 Reduced 1.8%
3,984 $297,000
Q4 2020

Feb 22, 2021
SELL
$55.93 - $68.45 $16,667 - $20,398
-298 Reduced 6.84%
4,057 $276,000
Q3 2020

Nov 16, 2021
BUY
$51.99 - $58.83 $223,245 - $252,616
4,294 Added 7039.34%
4,355 $242,000
Q3 2020

Sep 08, 2021
SELL
$51.99 - $58.83 $223,141 - $252,498
-4,292 Reduced 98.6%
61 $2,000
Q2 2020

Sep 08, 2021
BUY
$39.01 - $57.03 $31,403 - $45,909
805 Added 22.69%
4,353 $229,000
Q4 2019

Aug 30, 2021
BUY
$54.56 - $60.24 $193,578 - $213,731
3,548 New
3,548 $213,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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