Rfg Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Rfg Advisory, LLC

  • $2.6 Billion
  • Q2 2025

A detailed history of Rfg Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rfg Advisory, LLC holds 28,814 shares of SCHV stock, worth $806,503. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,814
Previous 33,873 14.94%
Holding current value
$806,503
Previous $891,000 10.55%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 28, 2025
SELL
$23.55 - $27.67 $119,139 - $139,982
-5,059 Reduced 14.94%
28,814 $797,000
Q1 2025

Apr 09, 2025
BUY
$25.77 - $27.6 $872,907 - $934,894
33,873 New
33,873 $891,000
Q2 2024

Jul 15, 2024
SELL
$71.74 - $75.86 $251,233 - $265,661
-3,502 Reduced 43.33%
4,581 $339,000
Q1 2024

Apr 11, 2024
BUY
$68.82 - $75.98 $556,272 - $614,146
8,083 New
8,083 $614,000

Others Institutions Holding SCHV

# of Institutions
960
Shares Held
341M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Rfg Advisory, LLC Portfolio

Follow Rfg Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email