Rockbridge Investment Management, Lcc Schwab Strategic Tr Us Large C Transaction History

Rockbridge Investment Management, Lcc

  • $933 Billion
  • Q2 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 15,029 shares of SCHV stock, worth $433,286. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,029
Previous 15,029 -0.0%
Holding current value
$433,286
Previous $399 Million 4.1%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$25.77 - $27.6 $11,725 - $12,558
455 Added 3.12%
15,029 $399 Million
Q4 2024

Feb 12, 2025
BUY
$25.79 - $80.4 $240,259 - $749,006
9,316 Added 177.18%
14,574 $380 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $1,434 - $1,517
20 Added 0.38%
5,258 $390 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $162,746 - $186,908
-2,661 Reduced 33.69%
5,238 $367 Million
Q4 2022

May 28, 2024
BUY
$59.13 - $69.24 $532 - $623
9 Added 0.17%
5,224 $344,000
Q3 2022

May 28, 2024
SELL
$58.51 - $69.02 $1,053 - $1,242
-18 Reduced 0.34%
5,215 $0
Q2 2022

May 28, 2024
SELL
$60.93 - $72.3 $161,951 - $192,173
-2,658 Reduced 33.68%
5,233 $0
Q1 2022

May 28, 2024
BUY
$67.71 - $74.19 $179,634 - $196,826
2,653 Added 50.65%
7,891 $0
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $35,240 - $38,042
519 Added 7.03%
7,899 $578,000
Q4 2020

Mar 04, 2021
SELL
$50.83 - $59.53 $51,795 - $60,661
-1,019 Reduced 12.13%
7,380 $439,000
Q2 2020

Aug 20, 2020
BUY
$42.21 - $55.29 $354,521 - $464,380
8,399 New
8,399 $421,000

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc 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 Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email