A detailed history of Retirement Income Solutions, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 4,598 shares of SCHA stock, worth $123,778. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,598
Previous 4,598 -0.0%
Holding current value
$123,778
Previous $218,000 8.26%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$38.13 - $48.02 $175,321 - $220,795
4,598 New
4,598 $217,000
Q2 2023

Jul 28, 2023

SELL
$39.91 - $43.82 $99,974 - $109,769
-2,505 Reduced 35.27%
4,598 $201,000
Q1 2023

May 05, 2023

BUY
$39.82 - $46.36 $282,841 - $329,295
7,103 New
7,103 $297,000
Q2 2022

Aug 16, 2022

SELL
$37.88 - $48.01 $174,172 - $220,749
-4,598 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$44.42 - $51.73 $102,121 - $118,927
2,299 Added 100.0%
4,598 $218 Million
Q4 2020

Feb 12, 2021

BUY
$34.66 - $45.17 $79,683 - $103,845
2,299 New
2,299 $205 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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