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 11,138 shares of SCHX stock, worth $260,629. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,138
Previous 11,138 -0.0%
Holding current value
$260,629
Previous $715,000 5.59%
% of portfolio
0.17%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


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