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

Rtd Financial Advisors, Inc.

  • $781 Million
  • Q2 2025

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 386,635 shares of SCHX stock, worth $10.2 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
386,635
Previous 405,727 4.71%
Holding current value
$10.2 Million
Previous $8.91 Million 6.06%
% of portfolio
1.21%
Previous 1.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$19.6 - $24.44 $374,203 - $466,608
-19,092 Reduced 4.71%
386,635 $9.45 Million
Q1 2025

Apr 16, 2025
SELL
$21.75 - $24.28 $200,839 - $224,201
-9,234 Reduced 2.23%
405,727 $8.91 Million
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $6.32 Million - $19.2 Million
281,920 Added 211.9%
414,961 $9.62 Million
Q3 2024

Oct 30, 2024
SELL
$61.11 - $67.85 $115,620 - $128,372
-1,892 Reduced 1.4%
133,041 $9.03 Million
Q2 2024

Jul 22, 2024
SELL
$58.7 - $64.78 $104,368 - $115,178
-1,778 Reduced 1.3%
134,933 $8.67 Million
Q1 2024

Apr 19, 2024
SELL
$55.41 - $62.08 $9,198 - $10,305
-166 Reduced 0.12%
136,711 $8.48 Million
Q4 2023

Jan 17, 2024
SELL
$48.47 - $56.6 $157,818 - $184,289
-3,256 Reduced 2.32%
136,877 $7.72 Million
Q3 2023

Oct 19, 2023
SELL
$50.36 - $54.21 $235,281 - $253,269
-4,672 Reduced 3.23%
140,133 $7.09 Million
Q2 2023

Jul 13, 2023
BUY
$47.67 - $52.37 $14,682 - $16,129
308 Added 0.21%
144,805 $7.58 Million
Q1 2023

Apr 18, 2023
SELL
$44.78 - $49.41 $117,681 - $129,849
-2,628 Reduced 1.79%
144,497 $6.99 Million
Q4 2022

Jan 24, 2023
SELL
$42.25 - $48.16 $132,749 - $151,318
-3,142 Reduced 2.09%
147,125 $0
Q3 2022

Oct 12, 2022
SELL
$42.35 - $51.01 $34,811 - $41,930
-822 Reduced 0.54%
150,267 $6.36 Million
Q2 2022

Jul 21, 2022
SELL
$43.35 - $54.51 $150,684 - $189,476
-3,476 Reduced 2.25%
151,089 $6.75 Million
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $3.72 Million - $4.3 Million
75,073 Added 94.44%
154,565 $8.32 Million
Q4 2021

May 02, 2022
BUY
$51.9 - $57.29 $4.13 Million - $4.55 Million
79,492 New
79,492 $9.05 Million

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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