Rfg Bristol Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $359 Billion
  • Q4 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 132,677 shares of SCHG stock, worth $4.28 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
132,677
Previous 129,192 2.7%
Holding current value
$4.28 Million
Previous $4.12 Billion 4.98%
% of portfolio
1.21%
Previous 1.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$31.41 - $33.69 $109,463 - $117,409
3,485 Added 2.7%
132,677 $4.33 Billion
Q3 2025

Oct 22, 2025
BUY
$28.92 - $32.19 $85,516 - $95,185
2,957 Added 2.34%
129,192 $4.12 Billion
Q2 2025

Aug 05, 2025
BUY
$22.27 - $29.21 $112,218 - $147,189
5,039 Added 4.16%
126,235 $3.69 Billion
Q1 2025

May 08, 2025
BUY
$24.91 - $29.02 $564,037 - $657,099
22,643 Added 22.98%
121,196 $3.03 Billion
Q4 2024

Feb 12, 2025
BUY
$25.93 - $105.3 $2.56 Million - $10.4 Million
98,553 New
98,553 $2.75 Billion

Others Institutions Holding SCHG

# of Institutions
1,702
Shares Held
862M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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