Rf&L Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Rf&L Wealth Management, LLC

  • $155 Billion
  • Q2 2025

A detailed history of Rf&L Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 19,886 shares of SCHX stock, worth $498,144. This represents 0.31% of its overall portfolio holdings.

Number of Shares
19,886
Previous 17,436 14.05%
Holding current value
$498,144
Previous $385 Million 26.24%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Jul 07, 2025
BUY
$19.6 - $24.44 $48,020 - $59,878
2,450 Added 14.05%
19,886 $486 Million
Q1 2025

Apr 21, 2025
BUY
$21.75 - $24.28 $130 - $145
6 Added 0.03%
17,436 $385 Million
Q4 2024

Jan 15, 2025
BUY
$22.4 - $68.28 $260,287 - $793,413
11,620 Added 200.0%
17,430 $404 Million
Q1 2023

May 03, 2023
BUY
$44.78 - $49.41 $2,239 - $2,470
50 Added 0.87%
5,810 $281 Million
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $243,360 - $277,401
5,760 New
5,760 $260 Million

Others Institutions Holding SCHX

# of Institutions
1,537
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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