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 22,849 shares of SCHV stock, worth $622,178. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,849
Previous 23,165 1.36%
Holding current value
$622,178
Previous $1.72 Million 6.99%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 10, 2024

SELL
$73.43 - $80.37 $23,203 - $25,396
-316 Reduced 1.36%
22,849 $1.84 Million
Q2 2024

Jul 12, 2024

SELL
$71.74 - $75.86 $326,345 - $345,087
-4,549 Reduced 16.41%
23,165 $1.72 Million
Q1 2024

Apr 12, 2024

BUY
$68.82 - $75.98 $192,145 - $212,136
2,792 Added 11.2%
27,714 $2.11 Million
Q4 2023

Jan 12, 2024

BUY
$61.16 - $70.24 $729,822 - $838,173
11,933 Added 91.87%
24,922 $1.75 Million
Q3 2023

Oct 24, 2023

BUY
$64.45 - $69.39 $6,316 - $6,800
98 Added 0.76%
12,989 $837,000
Q2 2023

Jul 24, 2023

SELL
$63.33 - $67.21 $274,788 - $291,624
-4,339 Reduced 25.18%
12,891 $864,000
Q1 2023

Apr 19, 2023

BUY
$62.59 - $69.3 $692,245 - $766,458
11,060 Added 179.25%
17,230 $1.13 Million
Q4 2022

Jan 18, 2023

SELL
$59.13 - $69.24 $17,502 - $20,495
-296 Reduced 4.58%
6,170 $0
Q3 2022

Oct 13, 2022

SELL
$58.51 - $69.02 $18,664 - $22,017
-319 Reduced 4.7%
6,466 $378,000
Q2 2022

Jul 13, 2022

SELL
$60.93 - $72.3 $110,709 - $131,369
-1,817 Reduced 21.12%
6,785 $424,000
Q1 2022

Apr 19, 2022

BUY
$67.71 - $74.19 $52,068 - $57,052
769 Added 9.82%
8,602 $614,000
Q4 2021

Jan 20, 2022

SELL
$67.9 - $73.3 $25,598 - $27,634
-377 Reduced 4.59%
7,833 $574,000
Q3 2021

Oct 18, 2021

BUY
$66.91 - $71.05 $116,423 - $123,627
1,740 Added 26.89%
8,210 $554,000
Q2 2021

Jul 19, 2021

BUY
$65.81 - $69.75 $425,790 - $451,282
6,470 New
6,470 $442,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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