Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 214,692 shares of SCHG stock, worth $6.11 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

214,692

Previous 56,628 279.13%

Holding current value

$6.11 Million

Previous $5.9 Million 1.42%

% of portfolio

0.77%

Previous 0.75%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.93 - $105.3 $4.1 Million - $16.6 Million	158,064 Added 279.13%	214,692 $5.98 Million
Q3 2024 Oct 30, 2024	SELL	$92.63 - $105.69 $754,934 - $861,373	-8,150 Reduced 12.58%	56,628 $5.9 Million
Q2 2024 Jul 22, 2024	SELL	$87.04 - $101.61 $267,212 - $311,942	-3,070 Reduced 4.52%	64,778 $6.53 Million
Q1 2024 Apr 19, 2024	SELL	$80.6 - $93.32 $379,948 - $439,910	-4,714 Reduced 6.5%	67,848 $6.29 Million
Q4 2023 Jan 17, 2024	SELL	$70.08 - $83.37 $184,310 - $219,263	-2,630 Reduced 3.5%	72,562 $6.02 Million
Q3 2023 Oct 19, 2023	SELL	$71.99 - $78.02 $248,869 - $269,715	-3,457 Reduced 4.4%	75,192 $5.47 Million
Q2 2023 Jul 13, 2023	SELL	$63.6 - $74.95 $59,402 - $70,003	-934 Reduced 1.17%	78,649 $5.89 Million
Q1 2023 Apr 18, 2023	SELL	$54.19 - $65.17 $97,162 - $116,849	-1,793 Reduced 2.2%	79,583 $5.19 Million
Q4 2022 Jan 24, 2023	SELL	$54.31 - $60.76 $134,797 - $150,806	-2,482 Reduced 2.96%	81,376 $0
Q3 2022 Oct 12, 2022	SELL	$55.81 - $69.25 $14,454 - $17,935	-259 Reduced 0.31%	83,858 $4.68 Million
Q2 2022 Jul 21, 2022	SELL	$55.73 - $76.55 $90,059 - $123,704	-1,616 Reduced 1.88%	84,117 $4.88 Million
Q1 2022 May 03, 2022	BUY	$65.63 - $82.62 $2.74 Million - $3.45 Million	41,706 Added 94.73%	85,733 $6.42 Million
Q4 2021 May 02, 2022	BUY	$73.11 - $83.4 $3.22 Million - $3.67 Million	44,027 New	44,027 $7.21 Million

Others Institutions Holding SCHG

# of Institutions

1,366

Shares Held

1.89B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History