Riversedge Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Riversedge Advisors, LLC

$418 Million
Q4 2024

A detailed history of Riversedge Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Riversedge Advisors, LLC holds 1,827,314 shares of SCHX stock, worth $43.3 Million. This represents 10.14% of its overall portfolio holdings.

Number of Shares

1,827,314

Previous 612,981 198.1%

Holding current value

$43.3 Million

Previous $41.6 Million 1.84%

% of portfolio

10.14%

Previous 10.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $27.2 Million - $82.9 Million	1,214,333 Added 198.1%	1,827,314 $42.4 Million
Q3 2024 Oct 16, 2024	SELL	$61.11 - $67.85 $1.2 Million - $1.33 Million	-19,660 Reduced 3.11%	612,981 $41.6 Million
Q2 2024 Jul 26, 2024	SELL	$58.7 - $64.78 $3.61 Million - $3.98 Million	-61,457 Reduced 8.85%	632,641 $40.6 Million
Q1 2024 Apr 30, 2024	SELL	$55.41 - $62.08 $626,853 - $702,311	-11,313 Reduced 1.6%	694,098 $43.1 Million
Q4 2023 Jan 17, 2024	BUY	$48.47 - $56.6 $1.15 Million - $1.35 Million	23,776 Added 3.49%	705,411 $39.8 Million
Q3 2023 Oct 19, 2023	SELL	$50.36 - $54.21 $149,619 - $161,057	-2,971 Reduced 0.43%	681,635 $34.5 Million
Q2 2023 Jul 13, 2023	SELL	$47.67 - $52.37 $3.02 Million - $3.31 Million	-63,292 Reduced 8.46%	684,606 $35.9 Million
Q1 2023 Apr 18, 2023	BUY	$44.78 - $49.41 $248,976 - $274,719	5,560 Added 0.75%	747,898 $36.2 Million
Q4 2022 Jan 20, 2023	SELL	$42.25 - $48.16 $236,473 - $269,551	-5,597 Reduced 0.75%	742,338 $0
Q3 2022 Oct 17, 2022	SELL	$42.35 - $51.01 $1.44 Million - $1.74 Million	-34,094 Reduced 4.36%	747,935 $31.7 Million
Q2 2022 Jul 28, 2022	SELL	$43.35 - $54.51 $925,695 - $1.16 Million	-21,354 Reduced 2.66%	782,029 $34.9 Million
Q1 2022 Apr 18, 2022	BUY	$49.51 - $57.27 $20.1 Million - $23.2 Million	405,722 Added 102.03%	803,383 $43.3 Million
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $734,955 - $811,283	14,161 Added 3.69%	397,661 $45.3 Million
Q3 2021 Oct 20, 2021	BUY	$51.52 - $54.94 $22,359 - $23,843	434 Added 0.11%	383,500 $39.9 Million
Q2 2021 Jul 16, 2021	SELL	$48.62 - $52.01 $249,517 - $266,915	-5,132 Reduced 1.32%	383,066 $39.8 Million
Q1 2021 Apr 28, 2021	SELL	$44.9 - $48.34 $1.12 Million - $1.2 Million	-24,873 Reduced 6.02%	388,198 $37.3 Million
Q4 2020 Feb 12, 2021	BUY	$39.35 - $45.48 $477,787 - $552,218	12,142 Added 3.03%	413,071 $37.6 Million
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $776,759 - $897,046	20,847 Added 5.48%	400,929 $32.3 Million
Q2 2020 Aug 03, 2020	BUY	$29.25 - $38.76 $4.17 Million - $5.53 Million	142,655 Added 60.08%	380,082 $28.2 Million
Q1 2020 Apr 29, 2020	BUY	$26.61 - $40.52 $1.51 Million - $2.3 Million	56,872 Added 31.5%	237,427 $14.5 Million
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $617,873 - $691,831	17,951 Added 11.04%	180,555 $13.9 Million
Q2 2019 Sep 11, 2019	BUY	N/A	162,604 New	162,604 $11.2 Million

Others Institutions Holding SCHX

# of Institutions

1,355

Shares Held

389M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Riversedge Advisors, LLC Schwab Strategic Tr Us Large C Transaction History