Rvw Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Rvw Wealth, LLC

$1 Billion
Q4 2024

A detailed history of Rvw Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rvw Wealth, LLC holds 128,781 shares of SCHB stock, worth $2.99 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

128,781

Previous 42,881 200.32%

Holding current value

$2.99 Million

Previous $2.85 Million 2.49%

% of portfolio

0.29%

Previous 0.28%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.01 - $66.82 $1.89 Million - $5.74 Million	85,900 Added 200.32%	128,781 $2.92 Million
Q3 2024 Oct 15, 2024	BUY	$59.93 - $66.52 $2,217 - $2,461	37 Added 0.09%	42,881 $2.85 Million
Q2 2024 Jul 08, 2024	BUY	$57.57 - $63.3 $3,569 - $3,924	62 Added 0.14%	42,844 $2.69 Million
Q1 2024 Apr 05, 2024	SELL	$54.61 - $61.05 $11,140 - $12,454	-204 Reduced 0.47%	42,782 $2.61 Million
Q4 2023 Jan 08, 2024	SELL	$47.61 - $55.91 $56,751 - $66,644	-1,192 Reduced 2.7%	42,986 $2.39 Million
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $4,413 - $4,767	89 Added 0.2%	44,178 $2.2 Million
Q2 2023 Jul 06, 2023	SELL	$47.08 - $51.7 $20,197 - $22,179	-429 Reduced 0.96%	44,089 $2.28 Million
Q1 2023 Apr 11, 2023	SELL	$44.47 - $49.23 $12,851 - $14,227	-289 Reduced 0.64%	44,518 $2.13 Million
Q4 2022 Jan 12, 2023	SELL	$41.94 - $47.81 $20,928 - $23,857	-499 Reduced 1.1%	44,807 $0
Q3 2022 Oct 13, 2022	BUY	$41.99 - $50.63 $32,080 - $38,681	764 Added 1.72%	45,306 $1.9 Million
Q2 2022 Jul 13, 2022	BUY	$42.93 - $53.98 $76,372 - $96,030	1,779 Added 4.16%	44,542 $1.97 Million
Q1 2022 Apr 07, 2022	BUY	$49.15 - $56.85 $1.05 Million - $1.22 Million	21,429 Added 100.45%	42,763 $2.28 Million
Q4 2021 Jan 11, 2022	SELL	$51.87 - $56.86 $42,637 - $46,738	-822 Reduced 3.71%	21,334 $2 Million
Q3 2021 Oct 07, 2021	SELL	$51.32 - $54.83 $102 - $109	-2 Reduced 0.01%	22,156 $2 Million
Q2 2021 Jul 08, 2021	SELL	$48.92 - $52.14 $12,963 - $13,817	-265 Reduced 1.18%	22,158 $2 Million
Q1 2021 Apr 02, 2021	SELL	$44.89 - $48.81 $89 - $97	-2 Reduced 0.01%	22,423 $2 Million
Q4 2020 Jan 11, 2021	SELL	$39.03 - $45.5 $50,699 - $59,104	-1,299 Reduced 5.48%	22,425 $2 Million
Q3 2020 Oct 09, 2020	SELL	$36.93 - $42.52 $1,772 - $2,040	-48 Reduced 0.2%	23,724 $1.89 Million
Q2 2020 Jul 13, 2020	BUY	$28.84 - $38.49 $67,485 - $90,066	2,340 Added 10.92%	23,772 $1.75 Million
Q1 2020 Apr 15, 2020	SELL	$26.18 - $40.44 $1.18 Million - $1.82 Million	-44,991 Reduced 67.73%	21,432 $1.3 Million
Q4 2019 Jan 21, 2020	BUY	$34.47 - $38.58 $62,080 - $69,482	1,801 Added 2.79%	66,423 $5.11 Million
Q3 2019 Oct 25, 2019	SELL	$35.32 - $36.13 $43,549 - $44,548	-1,233 Reduced 1.87%	64,622 $4.59 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-2,415 Reduced 3.54%	65,855 $4.65 Million
Q1 2019 Apr 24, 2019	BUY	N/A	68,270 New	68,270 $4.65 Million

Others Institutions Holding SCHB

# of Institutions

1,261

Shares Held

444M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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