Retirement Guys Formula LLC Schwab Strategic Tr Us Dividen Transaction History

Retirement Guys Formula LLC

  • $210 Million
  • Q3 2024

A detailed history of Retirement Guys Formula LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Retirement Guys Formula LLC holds 15,463 shares of SCHD stock, worth $442,705. This represents 0.62% of its overall portfolio holdings.

Number of Shares
15,463
Previous 15,523 0.39%
Holding current value
$442,705
Previous $1.21 Million 8.29%
% of portfolio
0.62%
Previous 0.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$77.02 - $85.06 $4,621 - $5,103
-60 Reduced 0.39%
15,463 $1.31 Million
Q2 2024

Aug 01, 2024
SELL
$75.81 - $80.15 $606 - $641
-8 Reduced 0.05%
15,523 $1.21 Million
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $10,610 - $11,368
141 Added 0.92%
15,531 $1.25 Million
Q4 2023

Jan 22, 2024
SELL
$66.9 - $76.32 $27,897 - $31,825
-417 Reduced 2.64%
15,390 $1.17 Million
Q3 2023

Oct 13, 2023
SELL
$70.63 - $75.66 $8,899 - $9,533
-126 Reduced 0.79%
15,807 $1.12 Million
Q2 2023

Jul 17, 2023
BUY
$69.18 - $73.94 $8,855 - $9,464
128 Added 0.81%
15,933 $1.16 Million
Q1 2023

Apr 18, 2023
SELL
$70.28 - $78.03 $8,644 - $9,597
-123 Reduced 0.77%
15,805 $1.16 Million
Q4 2022

Feb 13, 2023
SELL
$67.16 - $79.06 $11,618 - $13,677
-173 Reduced 1.07%
15,928 $1.2 Million
Q3 2022

Nov 02, 2022
SELL
$66.43 - $77.87 $18,666 - $21,881
-281 Reduced 1.72%
16,101 $1.07 Million
Q2 2022

Jul 22, 2022
SELL
$70.31 - $80.24 $160,377 - $183,027
-2,281 Reduced 12.22%
16,382 $1.17 Million
Q1 2022

Jul 18, 2022
SELL
$75.14 - $81.94 $2.05 Million - $2.23 Million
-27,221 Reduced 59.33%
18,663 $1.47 Million
Q4 2021

Jul 18, 2022
BUY
$74.93 - $80.86 $3.44 Million - $3.71 Million
45,884 New
45,884 $3.71 Million

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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