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

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 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

423

Shares Held

45.7M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$160 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$108 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$57.2 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$52.1 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$52.1 Million
0.18% of portfolio

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