Rkl Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Rkl Wealth Management LLC

  • $1.06 Billion
  • Q1 2025

A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 656,074 shares of SCHA stock, worth $15.9 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
656,074
Previous 1,017,671 35.53%
Holding current value
$15.9 Million
Previous $26.3 Million 41.59%
% of portfolio
1.45%
Previous 2.34%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$23.16 - $27.04 $8.37 Million - $9.78 Million
-361,597 Reduced 35.53%
656,074 $15.4 Million
Q4 2024

Feb 06, 2025
BUY
$25.33 - $51.16 $11.1 Million - $22.3 Million
436,496 Added 75.11%
1,017,671 $26.3 Million
Q3 2024

Nov 01, 2024
SELL
$46.9 - $51.96 $825,252 - $914,288
-17,596 Reduced 2.94%
581,175 $29.9 Million
Q2 2024

Jul 17, 2024
BUY
$45.24 - $49.04 $115,497 - $125,199
2,553 Added 0.43%
598,771 $28.4 Million
Q1 2024

May 08, 2024
BUY
$44.84 - $49.24 $28,294 - $31,070
631 Added 0.11%
596,218 $29.4 Million
Q4 2023

Jan 24, 2024
SELL
$38.13 - $48.02 $16,014 - $20,168
-420 Reduced 0.07%
595,587 $28.1 Million
Q3 2023

Nov 03, 2023
BUY
$40.85 - $46.1 $29,044 - $32,777
711 Added 0.12%
596,007 $24.7 Million
Q2 2023

Aug 07, 2023
BUY
$39.91 - $43.82 $172,411 - $189,302
4,320 Added 0.73%
595,296 $26.1 Million
Q1 2023

May 01, 2023
SELL
$39.82 - $46.36 $84,378 - $98,236
-2,119 Reduced 0.36%
590,976 $24.8 Million
Q4 2022

Feb 06, 2023
BUY
$38.25 - $43.54 $781,447 - $889,522
20,430 Added 3.57%
593,095 $24 Million
Q3 2022

Nov 10, 2022
BUY
$37.65 - $45.9 $174,093 - $212,241
4,624 Added 0.81%
572,665 $21.6 Million
Q2 2022

Aug 01, 2022
BUY
$37.88 - $48.01 $568,124 - $720,053
14,998 Added 2.71%
568,041 $22.1 Million
Q1 2022

May 10, 2022
BUY
$44.42 - $51.73 $12.4 Million - $14.4 Million
278,461 Added 101.41%
553,043 $26.2 Million
Q4 2021

Feb 08, 2022
SELL
$48.64 - $55.07 $12,549 - $14,208
-258 Reduced 0.09%
274,582 $28.1 Million
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $43,276 - $47,031
896 Added 0.33%
274,840 $27.5 Million
Q2 2021

Aug 13, 2021
SELL
$48.39 - $52.91 $160,654 - $175,661
-3,320 Reduced 1.2%
273,944 $28.5 Million
Q1 2021

May 10, 2021
SELL
$43.89 - $52.63 $335,363 - $402,145
-7,641 Reduced 2.68%
277,264 $27.6 Million
Q4 2020

Feb 11, 2021
SELL
$34.66 - $45.17 $215,827 - $281,273
-6,227 Reduced 2.14%
284,905 $25.4 Million
Q3 2020

Nov 09, 2020
BUY
$32.09 - $36.38 $10,268 - $11,641
320 Added 0.11%
291,132 $19.9 Million
Q2 2020

Aug 07, 2020
BUY
$23.59 - $35.22 $261,094 - $389,814
11,068 Added 3.96%
290,812 $19 Million
Q1 2020

Apr 28, 2020
BUY
$22.29 - $38.7 $609,497 - $1.06 Million
27,344 Added 10.83%
279,744 $14.4 Million
Q4 2019

Feb 04, 2020
BUY
$33.63 - $38.03 $139,026 - $157,216
4,134 Added 1.67%
252,400 $19.1 Million
Q3 2019

Oct 31, 2019
SELL
$34.78 - $36.12 $234,521 - $243,557
-6,743 Reduced 2.64%
248,266 $17.3 Million
Q2 2019

Aug 02, 2019
BUY
N/A
20,942 Added 8.95%
255,009 $18.2 Million
Q1 2019

Apr 26, 2019
BUY
N/A
24,017 Added 11.43%
234,067 $16.4 Million
Q4 2018

Feb 08, 2019
BUY
N/A
17,951 Added 9.34%
210,050 $12.7 Million
Q3 2018

Nov 07, 2018
BUY
N/A
9,394 Added 5.14%
192,099 $14.6 Million
Q2 2018

Aug 03, 2018
BUY
N/A
8,805 Added 5.06%
182,705 $13.4 Million
Q1 2018

Apr 26, 2018
BUY
N/A
14,298 Added 8.96%
173,900 $12 Million
Q4 2017

Feb 02, 2018
BUY
N/A
38,333 Added 31.61%
159,602 $11.1 Million
Q3 2017

Nov 07, 2017
BUY
N/A
24,173 Added 24.9%
121,269 $8.17 Million
Q2 2017

Aug 14, 2017
BUY
N/A
97,096
97,096 $6.19 Million

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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