Retirement Group, LLC Schwab Intermediate Term Us Tr Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Retirement Group, LLC holds 14,652 shares of SCHR stock, worth $716,775. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,652
Previous 15,272 4.06%
Holding current value
$716,775
Previous $759,000 5.4%
% of portfolio
0.27%
Previous 0.31%

Shares

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

Apr 30, 2024
SELL
$48.64 - $49.88 $30,156 - $30,925
-620 Reduced 4.06%
14,652 $718,000
Q4 2023

Feb 14, 2024
SELL
$47.09 - $49.87 $7,675 - $8,128
-163 Reduced 1.06%
15,272 $759,000
Q3 2023

Nov 06, 2023
SELL
$47.78 - $49.59 $54,994 - $57,078
-1,151 Reduced 6.94%
15,435 $739,000
Q2 2023

Aug 15, 2023
SELL
$49.25 - $50.96 $206,308 - $213,471
-4,189 Reduced 20.16%
16,586 $817,000
Q1 2023

May 12, 2023
SELL
$48.55 - $50.78 $312,225 - $326,566
-6,431 Reduced 23.64%
20,775 $1.05 Million
Q4 2022

Feb 15, 2023
BUY
$48.33 - $50.24 $288,675 - $300,083
5,973 Added 28.13%
27,206 $1.34 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,344 Added 6.76%
21,233 $1.04 Million
Q2 2022

Aug 04, 2022
BUY
N/A
14,709 Added 283.96%
19,889 $1.03 Million
Q1 2022

May 06, 2022
BUY
N/A
920 Added 21.6%
5,180 $276,000
Q4 2021

Feb 09, 2022
SELL
N/A
-697 Reduced 14.06%
4,260 $239,000
Q3 2021

Nov 16, 2021
SELL
N/A
-236 Reduced 4.54%
4,957 $281,000
Q2 2021

Aug 17, 2021
BUY
N/A
573 Added 12.4%
5,193 $295,000
Q1 2021

May 04, 2021
SELL
N/A
-104 Reduced 2.2%
4,620 $261,000
Q4 2020

Feb 22, 2021
BUY
N/A
1,270 Added 36.77%
4,724 $275,000
Q3 2020

Nov 16, 2021
SELL
N/A
-7,680 Reduced 68.98%
3,454 $203,000
Q3 2020

Sep 08, 2021
BUY
N/A
8,226 Added 282.87%
11,134 $686,000
Q2 2020

Sep 08, 2021
SELL
N/A
-289 Reduced 9.04%
2,908 $171,000
Q4 2019

Aug 30, 2021
BUY
N/A
3,197 New
3,197 $176,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Retirement Group, LLC Portfolio

Follow Retirement Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email