Rf&L Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Rf&L Wealth Management, LLC
- $170 Billion
- Q3 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 $527,774. This represents 0.31% of its overall portfolio holdings.
Number of Shares
19,886
Previous 19,886
-0.0%
Holding current value
$527,774
Previous $486 Million
7.77%
% of portfolio
0.31%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,630Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio