RETIREMENT GROUP, LLC – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
RETIREMENT GROUP, LLC portfolio value:
$1.04M
portfolio value
RETIREMENT GROUP, LLC quarter portfolio value change:
-4.77%
quarter
Schwab Intermediate-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.76% | 1.34K shares | 17K | $49.14 | 21.23K |
| Q2 2022 | share | Increase | +283.96% | 14.70K shares | 750K | $51.6 | 19.88K |
| Q1 2022 | share | Increase | +21.60% | 920 shares | 37K | $53.25 | 5.18K |
| Q4 2021 | share | Decrease | -14.06% | -697 shares | -42K | $56.17 | 4.26K |
| Q3 2021 | share | Decrease | -4.54% | -236 shares | -14K | $56.57 | 4.95K |
| Q2 2021 | share | Increase | +12.40% | 573 shares | 34K | $56.6 | 5.19K |
| Q1 2021 | share | Decrease | -2.20% | -104 shares | -14K | $55.99 | 4.62K |
| Q4 2020 | share | Increase | +36.77% | 1.27K shares | 72K | $57.69 | 4.72K |
| Q3 2020 | share | Increase | +18.78% | 546 shares | 32K | $57.93 | 3.45K |
| Q2 2020 | share | Decrease | -9.04% | -289 shares | -5K | $57.78 | 2.90K |
| Q4 2019 | share | Increase | 0.00% | 3.19K shares | 176K | $53.56 | 3.19K |