Retirement Planning Group Schwab Strategic Tr Us Large C Transaction History

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025

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 45,477 shares of SCHX stock, worth $998,674. This represents 0.07% of its overall portfolio holdings.

Number of Shares
45,477
Previous 56,664 19.74%
Holding current value
$998,674
Previous $1.31 Million 23.99%
% of portfolio
0.07%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$21.75 - $24.28 $243,317 - $271,620
-11,187 Reduced 19.74%
45,477 $998,000
Q4 2024

Feb 18, 2025
BUY
$22.4 - $68.28 $698,611 - $2.13 Million
31,188 Added 122.42%
56,664 $1.31 Million
Q3 2024

Oct 10, 2024
BUY
$61.11 - $67.85 $400,942 - $445,163
6,561 Added 34.69%
25,476 $1.73 Million
Q2 2024

Jul 12, 2024
BUY
$58.7 - $64.78 $222,179 - $245,192
3,785 Added 25.02%
18,915 $1.22 Million
Q1 2024

Apr 12, 2024
SELL
$55.41 - $62.08 $55 - $62
-1 Reduced 0.01%
15,130 $938,000
Q4 2023

Jan 12, 2024
SELL
$48.47 - $56.6 $18,564 - $21,677
-383 Reduced 2.47%
15,131 $853,000
Q2 2023

Jul 24, 2023
BUY
$47.67 - $52.37 $47 - $52
1 Added 0.01%
15,514 $812,000
Q4 2022

Jan 18, 2023
SELL
$42.25 - $48.16 $19,266 - $21,960
-456 Reduced 2.86%
15,513 $0
Q3 2022

Oct 13, 2022
SELL
$42.35 - $51.01 $88,680 - $106,814
-2,094 Reduced 11.59%
15,969 $676,000
Q2 2022

Jul 13, 2022
SELL
$43.35 - $54.51 $90,081 - $113,271
-2,078 Reduced 10.32%
18,063 $807,000
Q1 2022

Apr 19, 2022
BUY
$49.51 - $57.27 $490,545 - $567,431
9,908 Added 96.82%
20,141 $1.09 Million
Q4 2021

Jan 20, 2022
BUY
$51.9 - $57.29 $50,291 - $55,514
969 Added 10.46%
10,233 $1.17 Million
Q3 2021

Oct 18, 2021
SELL
$51.52 - $54.94 $207,110 - $220,858
-4,020 Reduced 30.26%
9,264 $964,000
Q2 2021

Jul 19, 2021
BUY
$48.62 - $52.01 $279,565 - $299,057
5,750 Added 76.32%
13,284 $1.38 Million
Q1 2021

Apr 26, 2021
SELL
$44.9 - $48.34 $21,282 - $22,913
-474 Reduced 5.92%
7,534 $723,000
Q4 2020

Jan 27, 2021
BUY
$39.35 - $45.48 $28,450 - $32,882
723 Added 9.92%
8,008 $728,000
Q2 2020

Aug 06, 2020
SELL
$29.25 - $38.76 $25,038 - $33,178
-856 Reduced 10.51%
7,285 $540,000
Q1 2020

May 05, 2020
SELL
$26.61 - $40.52 $179,511 - $273,347
-6,746 Reduced 45.31%
8,141 $499,000
Q4 2019

Jan 29, 2020
SELL
$34.42 - $38.54 $2,030 - $2,273
-59 Reduced 0.39%
14,887 $1.14 Million
Q3 2019

Oct 25, 2019
SELL
$35.28 - $36.01 $68,478 - $69,895
-1,941 Reduced 11.49%
14,946 $1.06 Million
Q2 2019

Jul 25, 2019
BUY
N/A
47 Added 0.28%
16,887 $1.19 Million
Q1 2019

May 06, 2019
SELL
N/A
-48,853 Reduced 74.37%
16,840 $1.14 Million
Q4 2018

Feb 06, 2019
BUY
N/A
65,693 New
65,693 $3.92 Million

Others Institutions Holding SCHX

# of Institutions
1,477
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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