Retirement Group, LLC Schwab Strategic Tr Us Large C Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Group, LLC holds 7,469 shares of SCHV stock, worth $198,376. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,469
Previous 7,569 1.32%
Holding current value
$198,376
Previous $530,000 6.98%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Apr 30, 2024
SELL
$68.82 - $75.98 $6,881 - $7,598
-100 Reduced 1.32%
7,469 $567,000
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $2,691 - $3,090
-44 Reduced 0.58%
7,569 $530,000
Q3 2023

Nov 06, 2023
SELL
$64.45 - $69.39 $10,505 - $11,310
-163 Reduced 2.1%
7,613 $490,000
Q2 2023

Aug 15, 2023
SELL
$63.33 - $67.21 $79,795 - $84,684
-1,260 Reduced 13.94%
7,776 $521,000
Q1 2023

May 12, 2023
SELL
$62.59 - $69.3 $142,892 - $158,211
-2,283 Reduced 20.17%
9,036 $593,000
Q4 2022

Feb 15, 2023
SELL
$59.13 - $69.24 $355,607 - $416,409
-6,014 Reduced 34.7%
11,319 $747,000
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $732,369 - $863,923
-12,517 Reduced 41.93%
17,333 $1.01 Million
Q2 2022

Aug 04, 2022
BUY
$60.93 - $72.3 $854,786 - $1.01 Million
14,029 Added 88.67%
29,850 $1.86 Million
Q1 2022

May 06, 2022
BUY
$67.71 - $74.19 $98,111 - $107,501
1,449 Added 10.08%
15,821 $1.13 Million
Q4 2021

Feb 09, 2022
BUY
$67.9 - $73.3 $37,345 - $40,315
550 Added 3.98%
14,372 $1.05 Million
Q3 2021

Nov 16, 2021
SELL
$66.91 - $71.05 $45,231 - $48,029
-676 Reduced 4.66%
13,822 $933,000
Q2 2021

Aug 17, 2021
BUY
$65.81 - $69.75 $210,262 - $222,851
3,195 Added 28.27%
14,498 $991,000
Q1 2021

May 04, 2021
BUY
$58.71 - $65.66 $45,265 - $50,623
771 Added 7.32%
11,303 $738,000
Q4 2020

Feb 22, 2021
BUY
$50.83 - $59.53 $116,146 - $136,026
2,285 Added 27.71%
10,532 $626,000
Q3 2020

Nov 16, 2021
BUY
$49.44 - $54.86 $236,965 - $262,943
4,793 Added 138.77%
8,247 $430,000
Q3 2020

Sep 08, 2021
SELL
$49.44 - $54.86 $203,890 - $226,242
-4,124 Reduced 54.42%
3,454 $203,000
Q2 2020

Sep 08, 2021
BUY
$42.21 - $55.29 $46,599 - $61,040
1,104 Added 17.05%
7,578 $380,000
Q4 2019

Aug 30, 2021
BUY
$54.73 - $60.25 $354,322 - $390,058
6,474 New
6,474 $389,000

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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