Retirement Planning Group Schwab Strategic Tr Us Large C Transaction History

Retirement Planning Group

  • $1.24 Billion
  • Q1 2024

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 27,714 shares of SCHV stock, worth $2.05 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
27,714
Previous 24,922 11.2%
Holding current value
$2.05 Million
Previous $1.75 Million 20.49%
% of portfolio
0.17%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $19,023 - $20,495
-296 Reduced 4.58%
6,170 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-319 Reduced 4.7%
6,466 $378,000
Q2 2022

Jul 13, 2022
SELL
N/A
-1,817 Reduced 21.12%
6,785 $424,000
Q1 2022

Apr 19, 2022
BUY
N/A
769 Added 9.82%
8,602 $614,000
Q4 2021

Jan 20, 2022
SELL
N/A
-377 Reduced 4.59%
7,833 $574,000
Q3 2021

Oct 18, 2021
BUY
N/A
1,740 Added 26.89%
8,210 $554,000
Q2 2021

Jul 19, 2021
BUY
N/A
6,470 New
6,470 $442,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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