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

Riversedge Advisors, LLC

$440 Million
Q1 2025

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 1,145,220 shares of SCHX stock, worth $26.8 Million. This represents 5.75% of its overall portfolio holdings.

Number of Shares

1,145,220

Previous 1,827,314 37.33%

Holding current value

$26.8 Million

Previous $42.4 Million 40.3%

% of portfolio

5.75%

Previous 10.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$21.75 - $24.28 $14.8 Million - $16.6 Million	-682,094 Reduced 37.33%	1,145,220 $25.3 Million
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

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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 Riversedge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riversedge Advisors, LLC with notifications on news.

Account

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