Retirement Planning CO Of New England, Inc. Schwab Strategic Tr Intl Small Transaction History

Retirement Planning CO Of New England, Inc.

$181 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$34.89 - $41.24 $26,725 - $31,589	-766 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$39.06 - $43.63 $29,919 - $33,420	766 New	766 $31,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

39.7M
Shares

$1.53 Billion
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.47M
Shares

$173 Million
0.11% of portfolio
Savant Capital, LLC

3.5M
Shares

$135 Million
1.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.35M
Shares

$90.6 Million
0.26% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$66.6 Million
0.02% of portfolio

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