Retirement Group, LLC Schwab Short Term Us Treasury Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Retirement Group, LLC holds 15,907 shares of SCHO stock, worth $765,603. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,907
Previous 17,424 8.71%
Holding current value
$765,603
Previous $844,000 9.24%
% of portfolio
0.29%
Previous 0.35%

Shares

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

Apr 30, 2024
SELL
$48.05 - $48.63 $72,891 - $73,771
-1,517 Reduced 8.71%
15,907 $766,000
Q4 2023

Feb 14, 2024
SELL
$47.66 - $48.45 $19,778 - $20,106
-415 Reduced 2.33%
17,424 $844,000
Q3 2023

Nov 06, 2023
SELL
$47.78 - $48.2 $66,557 - $67,142
-1,393 Reduced 7.24%
17,839 $854,000
Q2 2023

Aug 15, 2023
SELL
$48.06 - $48.89 $195,988 - $199,373
-4,078 Reduced 17.49%
19,232 $924,000
Q1 2023

May 12, 2023
SELL
$47.8 - $49.0 $354,580 - $363,482
-7,418 Reduced 24.14%
23,310 $1.14 Million
Q4 2022

Feb 15, 2023
BUY
$47.91 - $48.47 $282,381 - $285,682
5,894 Added 23.73%
30,728 $1.48 Million
Q3 2022

Nov 14, 2022
BUY
N/A
718 Added 2.98%
24,834 $1.2 Million
Q2 2022

Aug 04, 2022
BUY
N/A
15,572 Added 182.26%
24,116 $1.19 Million
Q1 2022

May 06, 2022
BUY
N/A
1,145 Added 15.48%
8,544 $423,000
Q4 2021

Feb 09, 2022
SELL
N/A
-819 Reduced 9.97%
7,399 $376,000
Q3 2021

Nov 16, 2021
SELL
N/A
-320 Reduced 3.75%
8,218 $421,000
Q2 2021

Aug 17, 2021
BUY
N/A
1,099 Added 14.77%
8,538 $437,000
Q1 2021

May 04, 2021
BUY
N/A
52 Added 0.7%
7,439 $382,000
Q4 2020

Feb 22, 2021
BUY
N/A
1,562 Added 26.82%
7,387 $379,000
Q3 2020

Nov 16, 2021
BUY
N/A
1,470 Added 33.75%
5,825 $300,000
Q3 2020

Sep 08, 2021
SELL
N/A
-973 Reduced 18.26%
4,355 $242,000
Q2 2020

Sep 08, 2021
SELL
N/A
-41,150 Reduced 88.54%
5,328 $275,000
Q4 2019

Aug 30, 2021
BUY
N/A
46,478 New
46,478 $2.35 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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