Retirement Guys Formula LLC Schwab Strategic Tr Us Large C Transaction History

Retirement Guys Formula LLC

  • $200 Million
  • Q1 2024

A detailed history of Retirement Guys Formula LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Guys Formula LLC holds 143,283 shares of SCHG stock, worth $14.7 Million. This represents 6.63% of its overall portfolio holdings.

Number of Shares
143,283
Previous 125,971 13.74%
Holding current value
$14.7 Million
Previous $10.5 Million 27.13%
% of portfolio
6.63%
Previous 5.85%

Shares

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

Apr 19, 2024
BUY
$80.6 - $93.32 $1.4 Million - $1.62 Million
17,312 Added 13.74%
143,283 $13.3 Million
Q4 2023

Jan 22, 2024
SELL
$70.08 - $83.37 $2 Million - $2.38 Million
-28,515 Reduced 18.46%
125,971 $10.5 Million
Q3 2023

Oct 13, 2023
BUY
$71.99 - $78.02 $836,091 - $906,124
11,614 Added 8.13%
154,486 $11.2 Million
Q2 2023

Jul 17, 2023
BUY
$63.6 - $74.95 $5.16 Million - $6.08 Million
81,137 Added 131.43%
142,872 $10.7 Million
Q1 2023

Apr 18, 2023
BUY
$54.19 - $65.17 $2.78 Million - $3.34 Million
51,261 Added 489.41%
61,735 $4.02 Million
Q4 2022

Feb 13, 2023
BUY
$54.31 - $60.76 $1,792 - $2,005
33 Added 0.32%
10,474 $581,000
Q3 2022

Nov 02, 2022
BUY
N/A
638 Added 6.51%
10,441 $583,000
Q2 2022

Jul 22, 2022
SELL
N/A
-243 Reduced 2.42%
9,803 $568,000
Q1 2022

Jul 18, 2022
SELL
N/A
-22,534 Reduced 69.17%
10,046 $752,000
Q4 2021

Jul 18, 2022
BUY
N/A
32,580 New
32,580 $5.34 Million

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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More about SCHG
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