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

Rvw Wealth, LLC

$1.16 Billion
Q3 2025

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 135,286 shares of SCHB stock, worth $3.49 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

135,286

Previous 135,216 0.05%

Holding current value

$3.49 Million

Previous $3.22 Million 7.95%

% of portfolio

0.3%

Previous 0.3%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$23.82 - $25.84 $1,667 - $1,808	70 Added 0.05%	135,286 $3.48 Million
Q2 2025 Jul 15, 2025	SELL	$19.1 - $23.83 $11,116 - $13,869	-582 Reduced 0.43%	135,216 $3.22 Million
Q1 2025 May 08, 2025	BUY	$21.23 - $23.75 $148,970 - $166,653	7,017 Added 5.45%	135,798 $2.92 Million
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

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rvw Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rvw Wealth, LLC with notifications on news.

Account