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

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 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 29,333 shares of SCHX stock, worth $686,392. This represents 0.51% of its overall portfolio holdings.

Number of Shares

29,333

Previous 29,316 0.06%

Holding current value

$686,392

Previous $1.88 Million 5.68%

% of portfolio

0.51%

Previous 0.52%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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