A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 126,235 shares of SCHG stock, worth $4.06 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
126,235
Previous 121,196 4.16%
Holding current value
$4.06 Million
Previous $3.03 Billion 21.5%
% of portfolio
1.14%
Previous 1.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$22.27 - $29.21 $112,218 - $147,189
5,039 Added 4.16%
126,235 $3.69 Billion
Q1 2025

May 08, 2025

BUY
$24.91 - $29.02 $564,037 - $657,099
22,643 Added 22.98%
121,196 $3.03 Billion
Q4 2024

Feb 12, 2025

BUY
$25.93 - $105.3 $2.56 Million - $10.4 Million
98,553 New
98,553 $2.75 Billion

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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