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 414,961 shares of SCHX stock, worth $9.91 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

414,961

Previous 133,041 211.9%

Holding current value

$9.91 Million

Previous $9.03 Million 6.56%

% of portfolio

1.23%

Previous 1.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,380

Shares Held

496M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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