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 26,700 shares of SCHX stock, worth $634,125. This represents 0.13% of its overall portfolio holdings.

Number of Shares
26,700
Previous 11,138 139.72%
Holding current value
$634,125
Previous $755,000 18.15%
% of portfolio
0.13%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $348,588 - $1.06 Million
15,562 Added 139.72%
26,700 $618,000
Q2 2024

Aug 01, 2024
SELL
$58.7 - $64.78 $61,517 - $67,889
-1,048 Reduced 8.6%
11,138 $715,000
Q4 2023

Feb 08, 2024
BUY
$48.47 - $56.6 $338,805 - $395,634
6,990 Added 134.53%
12,186 $687,000
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $128,626 - $148,787
2,598 Added 100.0%
5,196 $280 Million
Q4 2020

Feb 12, 2021
BUY
$39.35 - $45.48 $102,231 - $118,157
2,598 New
2,598 $236 Million

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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