Rkl Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Rkl Wealth Management LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Rkl Wealth Management LLC holds 831,548 shares of SCHM stock, worth $24 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
831,548
Previous 900,465 7.65%
Holding current value
$24 Million
Previous $23.6 Million 1.14%
% of portfolio
2.06%
Previous 2.23%

Shares

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

Jul 18, 2025
SELL
$22.92 - $28.05 $1.58 Million - $1.93 Million
-68,917 Reduced 7.65%
831,548 $23.3 Million
Q1 2025

Apr 25, 2025
SELL
$25.58 - $29.24 $14.6 Million - $16.7 Million
-570,375 Reduced 38.78%
900,465 $23.6 Million
Q4 2024

Feb 06, 2025
BUY
$27.54 - $83.04 $24.7 Million - $74.6 Million
897,901 Added 156.72%
1,470,840 $40.8 Million
Q3 2024

Nov 01, 2024
SELL
$75.47 - $83.18 $1.32 Million - $1.46 Million
-17,543 Reduced 2.97%
572,939 $47.6 Million
Q2 2024

Jul 17, 2024
BUY
$75.69 - $81.19 $6,055 - $6,495
80 Added 0.01%
590,482 $46 Million
Q1 2024

May 08, 2024
BUY
$72.89 - $81.43 $232,591 - $259,843
3,191 Added 0.54%
590,402 $48.1 Million
Q4 2023

Jan 24, 2024
SELL
$63.01 - $75.95 $111,779 - $134,735
-1,774 Reduced 0.3%
587,211 $44.2 Million
Q3 2023

Nov 03, 2023
BUY
$66.75 - $73.98 $194,910 - $216,021
2,920 Added 0.5%
588,985 $39.9 Million
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $272,585 - $296,550
4,175 Added 0.72%
586,065 $41.6 Million
Q1 2023

May 01, 2023
BUY
$64.24 - $73.9 $22,869 - $26,308
356 Added 0.06%
581,890 $39.5 Million
Q4 2022

Feb 06, 2023
BUY
$61.05 - $69.94 $1.75 Million - $2.01 Million
28,693 Added 5.19%
581,534 $38.2 Million
Q3 2022

Nov 10, 2022
BUY
$60.5 - $72.51 $354,409 - $424,763
5,858 Added 1.07%
552,841 $33.5 Million
Q2 2022

Aug 01, 2022
BUY
$60.91 - $76.4 $754,309 - $946,137
12,384 Added 2.32%
546,983 $34.3 Million
Q1 2022

May 10, 2022
BUY
$70.66 - $80.89 $589,445 - $674,784
8,342 Added 1.59%
534,599 $40.6 Million
Q4 2021

Feb 08, 2022
BUY
$76.01 - $83.39 $187,820 - $206,056
2,471 Added 0.47%
526,257 $42.3 Million
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $356,453 - $386,536
4,775 Added 0.92%
523,786 $40.2 Million
Q2 2021

Aug 13, 2021
SELL
$74.64 - $79.12 $177,941 - $188,622
-2,384 Reduced 0.46%
519,011 $40.6 Million
Q1 2021

May 10, 2021
SELL
$67.07 - $76.85 $592,630 - $679,046
-8,836 Reduced 1.67%
521,395 $38.8 Million
Q4 2020

Feb 11, 2021
SELL
$55.93 - $68.45 $457,563 - $559,989
-8,181 Reduced 1.52%
530,231 $36.2 Million
Q3 2020

Nov 09, 2020
BUY
$51.99 - $58.83 $120,876 - $136,779
2,325 Added 0.43%
538,412 $29.9 Million
Q2 2020

Aug 07, 2020
BUY
$39.01 - $57.03 $1.17 Million - $1.71 Million
30,071 Added 5.94%
536,087 $28.2 Million
Q1 2020

Apr 28, 2020
BUY
$35.83 - $62.24 $1.44 Million - $2.5 Million
40,104 Added 8.61%
506,016 $21.3 Million
Q4 2019

Feb 04, 2020
BUY
$54.56 - $60.24 $680,199 - $751,012
12,467 Added 2.75%
465,912 $28 Million
Q3 2019

Oct 31, 2019
SELL
$56.23 - $57.59 $781,540 - $800,443
-13,899 Reduced 2.97%
453,445 $25.6 Million
Q2 2019

Aug 02, 2019
BUY
N/A
28,500 Added 6.49%
467,344 $26.7 Million
Q1 2019

Apr 26, 2019
BUY
N/A
40,108 Added 10.06%
438,844 $24.3 Million
Q4 2018

Feb 08, 2019
BUY
N/A
29,277 Added 7.92%
398,736 $19.1 Million
Q3 2018

Nov 07, 2018
BUY
N/A
28,196 Added 8.26%
369,459 $21.4 Million
Q2 2018

Aug 03, 2018
BUY
N/A
15,428 Added 4.73%
341,263 $18.7 Million
Q1 2018

Apr 26, 2018
BUY
N/A
22,762 Added 7.51%
325,835 $17.2 Million
Q4 2017

Feb 02, 2018
BUY
N/A
45,250 Added 17.55%
303,073 $16.1 Million
Q3 2017

Nov 07, 2017
BUY
N/A
33,442 Added 14.9%
257,823 $12.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
224,381
224,381 $10.8 Million

Others Institutions Holding SCHM

# of Institutions
1,022
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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