Retirement Planning Group Schwab Strategic Tr Us Small C Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

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 17,970 shares of SCHA stock, worth $501,003. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,970

Previous 17,542 2.44%

Holding current value

$501,003

Previous $411,000 10.46%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$20.42 - $25.3 $8,739 - $10,828	428 Added 2.44%	17,970 $454,000
Q1 2025 Apr 10, 2025	BUY	$23.16 - $27.04 $406,272 - $474,335	17,542 New	17,542 $411,000
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

# of Institutions

1,281

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Retirement Planning Group Schwab Strategic Tr Us Small C Transaction History