Riverpoint Wealth Management Holdings, LLC Schwab Strategic Tr Us Large C Transaction History

Riverpoint Wealth Management Holdings, LLC

$383 Million
Q4 2024

A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 88,029 shares of SCHX stock, worth $2.09 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

88,029

Previous 29,333 200.1%

Holding current value

$2.09 Million

Previous $1.99 Million 2.51%

% of portfolio

0.53%

Previous 0.51%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $1.31 Million - $4.01 Million	58,696 Added 200.1%	88,029 $2.04 Million
Q3 2024 Nov 04, 2024	BUY	$61.11 - $67.85 $1,038 - $1,153	17 Added 0.06%	29,333 $1.99 Million
Q1 2024 May 03, 2024	BUY	$55.41 - $62.08 $498 - $558	9 Added 0.03%	29,316 $1.82 Million
Q4 2023 Feb 05, 2024	BUY	$48.47 - $56.6 $581 - $679	12 Added 0.04%	29,307 $1.65 Million
Q3 2023 Nov 06, 2023	BUY	$50.36 - $54.21 $503 - $542	10 Added 0.03%	29,295 $1.48 Million
Q2 2023 Aug 07, 2023	BUY	$47.67 - $52.37 $524 - $576	11 Added 0.04%	29,285 $1.53 Million
Q1 2023 May 05, 2023	SELL	$44.78 - $49.41 $16,568 - $18,281	-370 Reduced 1.25%	29,274 $1.42 Million
Q4 2022 Feb 07, 2023	BUY	$42.25 - $48.16 $549 - $626	13 Added 0.04%	29,644 $1.34 Million
Q3 2022 Nov 02, 2022	BUY	$42.35 - $51.01 $5,420 - $6,529	128 Added 0.43%	29,631 $1.26 Million
Q2 2022 Aug 03, 2022	BUY	$43.35 - $54.51 $5,115 - $6,432	118 Added 0.4%	29,503 $1.32 Million
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $729,579 - $843,930	14,736 Added 100.59%	29,385 $1.58 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $2,802 - $3,093	54 Added 0.37%	14,649 $1.67 Million
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $2,369 - $2,527	46 Added 0.32%	14,595 $1.52 Million
Q2 2021 Aug 10, 2021	BUY	$48.62 - $52.01 $1,166 - $1,248	24 Added 0.17%	14,549 $1.51 Million
Q1 2021 May 04, 2021	BUY	$44.9 - $48.34 $179 - $193	4 Added 0.03%	14,525 $1.4 Million
Q4 2020 Feb 23, 2021	BUY	$39.35 - $45.48 $236 - $272	6 Added 0.04%	14,521 $1.32 Million
Q3 2020 Nov 10, 2020	BUY	$37.26 - $43.03 $298 - $344	8 Added 0.06%	14,515 $1.17 Million
Q2 2020 Aug 03, 2020	SELL	$29.25 - $38.76 $923,364 - $1.22 Million	-31,568 Reduced 68.51%	14,507 $1.08 Million
Q1 2020 May 11, 2020	BUY	$26.61 - $40.52 $1.23 Million - $1.87 Million	46,075 New	46,075 $2.82 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.

Account

Riverpoint Wealth Management Holdings, LLC Schwab Strategic Tr Us Large C Transaction History