Rkl Wealth Management LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 169,813 shares of SCHV stock, worth $4.55 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

169,813

Previous 189,019 10.16%

Holding current value

$4.55 Million

Previous $4.93 Million 8.4%

% of portfolio

0.43%

Previous 0.44%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$25.77 - $27.6 $494,938 - $530,085	-19,206 Reduced 10.16%	169,813 $4.51 Million
Q4 2024 Feb 06, 2025	BUY	$25.79 - $80.4 $2.94 Million - $9.16 Million	113,981 Added 151.9%	189,019 $4.93 Million
Q3 2024 Nov 01, 2024	SELL	$73.43 - $80.37 $339,099 - $371,148	-4,618 Reduced 5.8%	75,038 $6.03 Million
Q2 2024 Jul 17, 2024	SELL	$71.74 - $75.86 $291,766 - $308,522	-4,067 Reduced 4.86%	79,656 $5.9 Million
Q1 2024 May 08, 2024	SELL	$68.82 - $75.98 $138,878 - $153,327	-2,018 Reduced 2.35%	83,723 $6.36 Million
Q4 2023 Jan 24, 2024	SELL	$61.16 - $70.24 $168,190 - $193,160	-2,750 Reduced 3.11%	85,741 $6.01 Million
Q3 2023 Nov 03, 2023	SELL	$64.45 - $69.39 $148,557 - $159,943	-2,305 Reduced 2.54%	88,491 $5.7 Million
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $123,113 - $130,656	-1,944 Reduced 2.1%	90,796 $6.09 Million
Q1 2023 May 01, 2023	BUY	$62.59 - $69.3 $67,910 - $75,190	1,085 Added 1.18%	92,740 $6.08 Million
Q4 2022 Feb 06, 2023	BUY	$59.13 - $69.24 $2,660 - $3,115	45 Added 0.05%	91,655 $6.05 Million
Q3 2022 Nov 10, 2022	SELL	$58.51 - $69.02 $244,688 - $288,641	-4,182 Reduced 4.37%	91,610 $5.36 Million
Q2 2022 Aug 01, 2022	BUY	$60.93 - $72.3 $200,825 - $238,300	3,296 Added 3.56%	95,792 $5.98 Million
Q1 2022 May 10, 2022	BUY	$67.71 - $74.19 $16,182 - $17,731	239 Added 0.26%	92,496 $6.6 Million
Q4 2021 Feb 08, 2022	SELL	$67.9 - $73.3 $115,497 - $124,683	-1,701 Reduced 1.81%	92,257 $6.76 Million
Q3 2021 Nov 15, 2021	SELL	$66.91 - $71.05 $86,313 - $91,654	-1,290 Reduced 1.35%	93,958 $6.34 Million
Q2 2021 Aug 13, 2021	BUY	$65.81 - $69.75 $499,432 - $529,332	7,589 Added 8.66%	95,248 $6.51 Million
Q1 2021 May 10, 2021	SELL	$58.71 - $65.66 $330,596 - $369,731	-5,631 Reduced 6.04%	87,659 $5.72 Million
Q4 2020 Feb 11, 2021	SELL	$50.83 - $59.53 $177,396 - $207,759	-3,490 Reduced 3.61%	93,290 $5.55 Million
Q3 2020 Nov 09, 2020	SELL	$49.44 - $54.86 $270,535 - $300,193	-5,472 Reduced 5.35%	96,780 $5.05 Million
Q2 2020 Aug 07, 2020	SELL	$42.21 - $55.29 $399,137 - $522,822	-9,456 Reduced 8.46%	102,252 $5.12 Million
Q1 2020 Apr 28, 2020	BUY	$38.4 - $61.03 $61,324 - $97,464	1,597 Added 1.45%	111,708 $4.95 Million
Q4 2019 Feb 04, 2020	BUY	$54.73 - $60.25 $358,809 - $394,999	6,556 Added 6.33%	110,111 $6.62 Million
Q3 2019 Oct 31, 2019	SELL	$56.56 - $57.5 $156,501 - $159,102	-2,767 Reduced 2.6%	103,555 $5.88 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-1,674 Reduced 1.55%	106,322 $5.97 Million
Q1 2019 Apr 26, 2019	BUY	N/A	4,952 Added 4.81%	107,996 $5.91 Million
Q4 2018 Feb 08, 2019	BUY	N/A	6,353 Added 6.57%	103,044 $5.07 Million
Q3 2018 Nov 07, 2018	BUY	N/A	4,786 Added 5.21%	96,691 $5.42 Million
Q2 2018 Aug 03, 2018	BUY	N/A	13,935 Added 17.87%	91,905 $4.88 Million
Q1 2018 Apr 26, 2018	BUY	N/A	20,643 Added 36.01%	77,970 $4.12 Million
Q4 2017 Feb 02, 2018	BUY	N/A	57,327	57,327 $3.14 Million

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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