Retirement Planning Group Schwab Strategic Tr Intl Small Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$20.7 - $34.9 $246,433 - $415,484	-11,905 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$31.2 - $34.65 $95,534 - $106,098	-3,062 Reduced 20.46%	11,905 $412,000
Q3 2019 Oct 25, 2019	SELL	$31.72 - $32.37 $5.23 Million - $5.34 Million	-164,816 Reduced 91.67%	14,967 $476,000
Q2 2019 Jul 25, 2019	BUY	N/A	7,864 Added 4.57%	179,783 $5.87 Million
Q1 2019 May 06, 2019	BUY	N/A	9,648 Added 5.95%	171,919 $5.54 Million
Q4 2018 Feb 06, 2019	BUY	N/A	13,958 Added 9.41%	162,271 $4.72 Million
Q3 2018 Nov 07, 2018	BUY	N/A	5,309 Added 3.71%	148,313 $5.29 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-47,123 Reduced 24.79%	143,004 $5.16 Million
Q1 2018 May 07, 2018	BUY	N/A	3,313 Added 1.77%	190,127 $6.94 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-5,129 Reduced 2.67%	186,814 $6.84 Million
Q3 2017 Oct 16, 2017	BUY	N/A	191,943	191,943 $6.88 Million

Others Institutions Holding SCHC

# of Institutions

490

Shares Held

76.2M

Call Options Held

0

Put Options Held

0

Ci Private Wealth, LLC Miami, FL

32.8M
Shares

$1.5 Billion
2.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.42M
Shares

$157 Million
0.38% of portfolio
Savant Capital, LLC

2.33M
Shares

$107 Million
0.65% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

1.93M
Shares

$88.3 Million
3.13% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$76.9 Million
0.21% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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