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

Rtd Financial Advisors, Inc.

$743 Million
Q1 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 405,727 shares of SCHX stock, worth $8.83 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

405,727

Previous 414,961 2.23%

Holding current value

$8.83 Million

Previous $9.62 Million 7.37%

% of portfolio

1.2%

Previous 1.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,480

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

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