RETIREMENT GROUP, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
RETIREMENT GROUP, LLC portfolio value:
$1.19M
portfolio value
RETIREMENT GROUP, LLC quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.98% | 718 shares | 12K | $48.26 | 24.83K |
| Q2 2022 | share | Increase | +182.26% | 15.57K shares | 763K | $49.19 | 24.11K |
| Q1 2022 | share | Increase | +15.48% | 1.14K shares | 47K | $49.54 | 8.54K |
| Q4 2021 | share | Decrease | -9.97% | -819 shares | -45K | $50.85 | 7.39K |
| Q3 2021 | share | Decrease | -3.75% | -320 shares | -16K | $51.15 | 8.21K |
| Q2 2021 | share | Increase | +14.77% | 1.09K shares | 55K | $51.13 | 8.53K |
| Q1 2021 | share | Increase | +0.70% | 52 shares | 3K | $51.17 | 7.43K |
| Q4 2020 | share | Increase | +26.82% | 1.56K shares | 79K | $51.19 | 7.38K |
| Q3 2020 | share | Increase | +9.33% | 497 shares | 25K | $51.16 | 5.82K |
| Q2 2020 | share | Decrease | -88.54% | -41.15K shares | -2.07M | $51.14 | 5.32K |
| Q4 2019 | share | Increase | 0.00% | 46.47K shares | 2.34M | $49.65 | 46.47K |