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

Rkl Wealth Management LLC

  • $1.01 Billion
  • Q1 2024

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 1,635,832 shares of SCHX stock, worth $107 Million. This represents 10.07% of its overall portfolio holdings.

Number of Shares
1,635,832
Previous 1,618,011 1.1%
Holding current value
$107 Million
Previous $91.3 Million 11.25%
% of portfolio
10.07%
Previous 9.88%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$55.41 - $62.08 $987,461 - $1.11 Million
17,821 Added 1.1%
1,635,832 $102 Million
Q4 2023

Jan 24, 2024
BUY
$48.47 - $56.6 $1.25 Million - $1.46 Million
25,877 Added 1.63%
1,618,011 $91.3 Million
Q3 2023

Nov 03, 2023
BUY
$50.36 - $54.21 $1.93 Million - $2.07 Million
38,271 Added 2.46%
1,592,134 $80.6 Million
Q2 2023

Aug 07, 2023
BUY
$47.67 - $52.37 $2.08 Million - $2.28 Million
43,595 Added 2.89%
1,553,863 $81.4 Million
Q1 2023

May 01, 2023
BUY
$44.78 - $49.41 $1.66 Million - $1.83 Million
37,011 Added 2.51%
1,510,268 $73.1 Million
Q4 2022

Feb 06, 2023
BUY
$44.01 - $48.16 $4.62 Million - $5.06 Million
105,014 Added 7.68%
1,473,257 $66.5 Million
Q3 2022

Nov 10, 2022
BUY
N/A
50,932 Added 3.87%
1,368,243 $57.9 Million
Q2 2022

Aug 01, 2022
BUY
N/A
32,472 Added 2.53%
1,317,311 $58.8 Million
Q1 2022

May 10, 2022
BUY
N/A
651,066 Added 102.73%
1,284,839 $69.2 Million
Q4 2021

Feb 08, 2022
BUY
N/A
6,634 Added 1.06%
633,773 $72.1 Million
Q3 2021

Nov 15, 2021
BUY
N/A
8,822 Added 1.43%
627,139 $65.2 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-246 Reduced 0.04%
618,317 $64.3 Million
Q1 2021

May 10, 2021
SELL
N/A
-11,531 Reduced 1.83%
618,563 $59.4 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-8,154 Reduced 1.28%
630,094 $57.3 Million
Q3 2020

Nov 09, 2020
BUY
N/A
8,290 Added 1.32%
638,248 $51.5 Million
Q2 2020

Aug 07, 2020
BUY
N/A
6,845 Added 1.1%
629,958 $46.7 Million
Q1 2020

Apr 28, 2020
BUY
N/A
26,778 Added 4.49%
623,113 $38.2 Million
Q4 2019

Feb 04, 2020
BUY
N/A
6,028 Added 1.02%
596,335 $45.8 Million
Q3 2019

Oct 31, 2019
SELL
N/A
-39,934 Reduced 6.34%
590,307 $41.9 Million
Q2 2019

Aug 02, 2019
BUY
N/A
38,163 Added 6.45%
630,241 $44.2 Million
Q1 2019

Apr 26, 2019
BUY
N/A
57,419 Added 10.74%
592,078 $40 Million
Q4 2018

Feb 08, 2019
BUY
N/A
29,123 Added 5.76%
534,659 $31.9 Million
Q3 2018

Nov 07, 2018
BUY
N/A
37,467 Added 8.0%
505,536 $35.2 Million
Q2 2018

Aug 03, 2018
BUY
N/A
28,108 Added 6.39%
468,069 $30.4 Million
Q1 2018

Apr 26, 2018
BUY
N/A
37,237 Added 9.25%
439,961 $27.8 Million
Q4 2017

Feb 02, 2018
BUY
N/A
69,281 Added 20.78%
402,724 $25.7 Million
Q3 2017

Nov 07, 2017
BUY
N/A
31,450 Added 10.41%
333,443 $20 Million
Q2 2017

Aug 14, 2017
BUY
N/A
301,993
301,993 $17.5 Million

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
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