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 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 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
1,259
Shares Held
271M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email