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

Retirement Guys Formula LLC

$252 Million
Q2 2025

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 281,500 shares of SCHV stock, worth $7.85 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

281,500

Holding current value

$7.85 Million

% of portfolio

3.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$23.55 - $27.67 $6.63 Million - $7.79 Million	281,500 New	281,500 $7.79 Million
Q3 2024 Oct 21, 2024	BUY	$73.43 - $80.37 $1.05 Million - $1.15 Million	14,284 Added 9.94%	157,929 $12.7 Million
Q2 2024 Aug 01, 2024	BUY	$71.74 - $75.86 $65,642 - $69,411	915 Added 0.64%	143,645 $10.6 Million
Q1 2024 Apr 19, 2024	BUY	$68.82 - $75.98 $49,894 - $55,085	725 Added 0.51%	142,730 $10.8 Million
Q4 2023 Jan 22, 2024	BUY	$61.16 - $70.24 $8.48 Million - $9.74 Million	138,715 Added 4216.26%	142,005 $9.95 Million
Q3 2023 Oct 13, 2023	SELL	$64.45 - $69.39 $9.63 Million - $10.4 Million	-149,462 Reduced 97.85%	3,290 $212,000
Q2 2023 Jul 17, 2023	BUY	$63.33 - $67.21 $9.46 Million - $10 Million	149,396 Added 4451.61%	152,752 $10.2 Million
Q1 2023 Apr 18, 2023	SELL	$62.59 - $69.3 $169,055 - $187,179	-2,701 Reduced 44.59%	3,356 $220,000
Q4 2022 Feb 13, 2023	BUY	$59.13 - $69.24 $68,413 - $80,110	1,157 Added 23.61%	6,057 $399,000
Q3 2022 Nov 02, 2022	BUY	$58.51 - $69.02 $26,973 - $31,818	461 Added 10.39%	4,900 $287,000
Q2 2022 Jul 22, 2022	SELL	$60.93 - $72.3 $4.5 Million - $5.34 Million	-73,904 Reduced 94.33%	4,439 $277,000
Q1 2022 Jul 18, 2022	BUY	$67.71 - $74.19 $819,290 - $897,699	12,100 Added 18.27%	78,343 $5.59 Million
Q4 2021 Jul 18, 2022	BUY	$67.9 - $73.3 $4.5 Million - $4.86 Million	66,243 New	66,243 $4.85 Million

Others Institutions Holding SCHV

# of Institutions

935

Shares Held

337M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Retirement Guys Formula LLC with notifications on news.

Account

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