Retirement Income Solutions, Inc Schwab Strategic Tr Us Large C Transaction History

Retirement Income Solutions, Inc

$486 Million
Q4 2024

A detailed history of Retirement Income Solutions, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 56,200 shares of SCHG stock, worth $1.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

56,200

Previous 14,050 300.0%

Holding current value

$1.6 Million

Previous $1.46 Million 7.04%

% of portfolio

0.32%

Previous 0.34%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $1.09 Million - $4.44 Million	42,150 Added 300.0%	56,200 $1.57 Million
Q1 2023 May 05, 2023	BUY	$54.19 - $65.17 $293,709 - $353,221	5,420 Added 62.8%	14,050 $915,000
Q1 2022 May 06, 2022	BUY	$65.63 - $82.62 $283,193 - $356,505	4,315 Added 100.0%	8,630 $646 Million
Q4 2020 Feb 12, 2021	BUY	$55.95 - $64.38 $241,424 - $277,799	4,315 New	4,315 $554 Million

Others Institutions Holding SCHG

# of Institutions

1,366

Shares Held

1.89B

Call Options Held

167K

Put Options Held

96.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Retirement Income Solutions, Inc Schwab Strategic Tr Us Large C Transaction History