A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Retirement Planning Group holds 12,225 shares of SCHA stock, worth $340,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,225
Holding current value
$340,588
% of portfolio
0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$46.9 - $51.96 $573,352 - $635,211
12,225 New
12,225 $629,000
Q2 2022

Jul 13, 2022

SELL
$37.88 - $48.01 $296,600 - $375,918
-7,830 Closed
0 $0
Q1 2022

Apr 19, 2022

BUY
$44.42 - $51.73 $154,714 - $180,175
3,483 Added 80.12%
7,830 $371,000
Q4 2021

Jan 20, 2022

BUY
$48.64 - $55.07 $66,880 - $75,721
1,375 Added 46.27%
4,347 $445,000
Q3 2021

Oct 18, 2021

SELL
$48.3 - $52.49 $230,970 - $251,007
-4,782 Reduced 61.67%
2,972 $297,000
Q2 2021

Jul 19, 2021

BUY
$48.39 - $52.91 $375,216 - $410,264
7,754 New
7,754 $808,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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