Rkl Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Rkl Wealth Management LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rkl Wealth Management LLC holds 65,563 shares of SCHB stock, worth $1.61 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
65,563
Previous 145,266 54.87%
Holding current value
$1.61 Million
Previous $3.13 Million 50.05%
% of portfolio
0.14%
Previous 0.3%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$19.1 - $23.83 $1.52 Million - $1.9 Million
-79,703 Reduced 54.87%
65,563 $1.56 Million
Q1 2025

Apr 25, 2025
SELL
$21.23 - $23.75 $369,699 - $413,582
-17,414 Reduced 10.7%
145,266 $3.13 Million
Q4 2024

Feb 06, 2025
BUY
$22.01 - $66.82 $2.03 Million - $6.17 Million
92,323 Added 131.22%
162,680 $3.69 Million
Q3 2024

Nov 01, 2024
SELL
$59.93 - $66.52 $609,787 - $676,841
-10,175 Reduced 12.63%
70,357 $4.68 Million
Q2 2024

Jul 17, 2024
BUY
$57.57 - $63.3 $218,247 - $239,970
3,791 Added 4.94%
80,532 $5.06 Million
Q1 2024

May 08, 2024
SELL
$54.61 - $61.05 $73,505 - $82,173
-1,346 Reduced 1.72%
76,741 $4.69 Million
Q4 2023

Jan 24, 2024
SELL
$47.61 - $55.91 $51,228 - $60,159
-1,076 Reduced 1.36%
78,087 $4.35 Million
Q3 2023

Nov 03, 2023
SELL
$49.59 - $53.57 $64,962 - $70,176
-1,310 Reduced 1.63%
79,163 $3.95 Million
Q2 2023

Aug 07, 2023
BUY
$47.08 - $51.7 $43,925 - $48,236
933 Added 1.17%
80,473 $4.16 Million
Q1 2023

May 01, 2023
BUY
$44.47 - $49.23 $132,831 - $147,050
2,987 Added 3.9%
79,540 $3.81 Million
Q4 2022

Feb 06, 2023
SELL
$41.94 - $47.81 $90,883 - $103,604
-2,167 Reduced 2.75%
76,553 $3.43 Million
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $76,127 - $91,792
1,813 Added 2.36%
78,720 $3.31 Million
Q2 2022

Aug 01, 2022
SELL
$42.93 - $53.98 $54,864 - $68,986
-1,278 Reduced 1.63%
76,907 $3.4 Million
Q1 2022

May 10, 2022
BUY
$49.15 - $56.85 $1.88 Million - $2.18 Million
38,346 Added 96.25%
78,185 $4.17 Million
Q4 2021

Feb 08, 2022
BUY
$51.87 - $56.86 $39,784 - $43,611
767 Added 1.96%
39,839 $4.5 Million
Q3 2021

Nov 15, 2021
SELL
$51.32 - $54.83 $80,931 - $86,466
-1,577 Reduced 3.88%
39,072 $4.06 Million
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $98,475 - $104,957
-2,013 Reduced 4.72%
40,649 $4.24 Million
Q1 2021

May 10, 2021
SELL
$44.89 - $48.81 $60,152 - $65,405
-1,340 Reduced 3.05%
42,662 $4.13 Million
Q4 2020

Feb 11, 2021
SELL
$39.03 - $45.5 $18,851 - $21,976
-483 Reduced 1.09%
44,002 $4 Million
Q3 2020

Nov 09, 2020
BUY
$36.93 - $42.52 $18,021 - $20,749
488 Added 1.11%
44,485 $3.54 Million
Q2 2020

Aug 07, 2020
BUY
$28.84 - $38.49 $78,617 - $104,923
2,726 Added 6.61%
43,997 $3.23 Million
Q1 2020

Apr 28, 2020
BUY
$26.18 - $40.44 $64,402 - $99,482
2,460 Added 6.34%
41,271 $2.49 Million
Q4 2019

Feb 04, 2020
BUY
$34.47 - $38.58 $85,451 - $95,639
2,479 Added 6.82%
38,811 $2.98 Million
Q3 2019

Oct 31, 2019
SELL
$35.32 - $36.13 $263,381 - $269,421
-7,457 Reduced 17.03%
36,332 $2.58 Million
Q2 2019

Aug 02, 2019
BUY
N/A
808 Added 1.88%
43,789 $3.09 Million
Q1 2019

Apr 26, 2019
BUY
N/A
10,787 Added 33.51%
42,981 $2.93 Million
Q4 2018

Feb 08, 2019
BUY
N/A
6,796 Added 26.76%
32,194 $1.93 Million
Q3 2018

Nov 07, 2018
BUY
N/A
5,230 Added 25.93%
25,398 $1.79 Million
Q2 2018

Aug 03, 2018
BUY
N/A
10,493 Added 108.45%
20,168 $1.34 Million
Q1 2018

Apr 26, 2018
BUY
N/A
2,737 Added 39.45%
9,675 $615,000
Q4 2017

Feb 02, 2018
SELL
N/A
-2,250 Reduced 24.49%
6,938 $447,000
Q3 2017

Nov 07, 2017
SELL
N/A
-191 Reduced 2.04%
9,188 $561,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,379
9,379 $548,000

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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