Rfg Bristol Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025

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 121,196 shares of SCHG stock, worth $3.52 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
121,196
Previous 98,553 22.98%
Holding current value
$3.52 Million
Previous $2.75 Billion 10.49%
% of portfolio
1.02%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,502
Shares Held
739M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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