A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Planning Group holds 32,217 shares of SCHG stock, worth $3.37 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
32,217
Previous 31,745 1.49%
Holding current value
$3.37 Million
Previous $2.63 Million 13.44%
% of portfolio
0.24%
Previous 0.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$80.6 - $93.32 $38,043 - $44,047
472 Added 1.49%
32,217 $2.99 Million
Q4 2023

Jan 12, 2024

BUY
$70.08 - $83.37 $455,379 - $541,738
6,498 Added 25.74%
31,745 $2.63 Million
Q3 2023

Oct 24, 2023

BUY
$71.99 - $78.02 $13,174 - $14,277
183 Added 0.73%
25,247 $1.84 Million
Q2 2023

Jul 24, 2023

SELL
$63.6 - $74.95 $113,716 - $134,010
-1,788 Reduced 6.66%
25,064 $1.88 Million
Q1 2023

Apr 19, 2023

SELL
$54.19 - $65.17 $2.5 Million - $3.01 Million
-46,192 Reduced 63.24%
26,852 $1.75 Million
Q4 2022

Jan 18, 2023

SELL
$54.31 - $60.76 $78.2 Million - $87.5 Million
-1,440,728 Reduced 95.17%
73,044 $0
Q3 2022

Oct 13, 2022

BUY
N/A
31,602 Added 2.13%
1,513,772 $84.5 Million
Q2 2022

Jul 13, 2022

BUY
N/A
208,757 Added 16.39%
1,482,170 $86 Million
Q1 2022

Apr 19, 2022

BUY
N/A
1,270,224 Added 39831.42%
1,273,413 $95.3 Million
Q4 2021

Jan 20, 2022

BUY
N/A
1,034 Added 47.98%
3,189 $522,000
Q3 2021

Oct 18, 2021

BUY
N/A
699 Added 48.01%
2,155 $319,000
Q2 2021

Jul 19, 2021

BUY
N/A
1,456 New
1,456 $213,000
Q1 2020

May 05, 2020

SELL
N/A
-4,962 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
N/A
-48,289 Reduced 90.68%
4,962 $461,000
Q3 2019

Oct 25, 2019

BUY
N/A
53,251 New
53,251 $4.47 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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