A detailed history of Rf&L Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 5,810 shares of SCHX stock, worth $138,336. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,810
Previous 5,810 -0.0%
Holding current value
$138,336
Previous $373 Million 5.6%
% of portfolio
0.28%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023

BUY
$44.78 - $49.41 $2,239 - $2,470
50 Added 0.87%
5,810 $281 Million
Q4 2022

Feb 14, 2023

BUY
$42.25 - $48.16 $243,360 - $277,401
5,760 New
5,760 $260 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Rf&L Wealth Management, LLC Portfolio

Follow Rf&L Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Rf&L Wealth Management, LLC with notifications on news.