Rkl Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Rkl Wealth Management LLC

  • $1.1 Billion
  • Q3 2024

A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 75,038 shares of SCHV stock, worth $1.98 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
75,038
Previous 79,656 5.8%
Holding current value
$1.98 Million
Previous $5.9 Million 2.2%
% of portfolio
0.55%
Previous 0.57%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$73.43 - $80.37 $339,099 - $371,148
-4,618 Reduced 5.8%
75,038 $6.03 Million
Q2 2024

Jul 17, 2024
SELL
$71.74 - $75.86 $291,766 - $308,522
-4,067 Reduced 4.86%
79,656 $5.9 Million
Q1 2024

May 08, 2024
SELL
$68.82 - $75.98 $138,878 - $153,327
-2,018 Reduced 2.35%
83,723 $6.36 Million
Q4 2023

Jan 24, 2024
SELL
$61.16 - $70.24 $168,190 - $193,160
-2,750 Reduced 3.11%
85,741 $6.01 Million
Q3 2023

Nov 03, 2023
SELL
$64.45 - $69.39 $148,557 - $159,943
-2,305 Reduced 2.54%
88,491 $5.7 Million
Q2 2023

Aug 07, 2023
SELL
$63.33 - $67.21 $123,113 - $130,656
-1,944 Reduced 2.1%
90,796 $6.09 Million
Q1 2023

May 01, 2023
BUY
$62.59 - $69.3 $67,910 - $75,190
1,085 Added 1.18%
92,740 $6.08 Million
Q4 2022

Feb 06, 2023
BUY
$59.13 - $69.24 $2,660 - $3,115
45 Added 0.05%
91,655 $6.05 Million
Q3 2022

Nov 10, 2022
SELL
$58.51 - $69.02 $244,688 - $288,641
-4,182 Reduced 4.37%
91,610 $5.36 Million
Q2 2022

Aug 01, 2022
BUY
$60.93 - $72.3 $200,825 - $238,300
3,296 Added 3.56%
95,792 $5.98 Million
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $16,182 - $17,731
239 Added 0.26%
92,496 $6.6 Million
Q4 2021

Feb 08, 2022
SELL
$67.9 - $73.3 $115,497 - $124,683
-1,701 Reduced 1.81%
92,257 $6.76 Million
Q3 2021

Nov 15, 2021
SELL
$66.91 - $71.05 $86,313 - $91,654
-1,290 Reduced 1.35%
93,958 $6.34 Million
Q2 2021

Aug 13, 2021
BUY
$65.81 - $69.75 $499,432 - $529,332
7,589 Added 8.66%
95,248 $6.51 Million
Q1 2021

May 10, 2021
SELL
$58.71 - $65.66 $330,596 - $369,731
-5,631 Reduced 6.04%
87,659 $5.72 Million
Q4 2020

Feb 11, 2021
SELL
$50.83 - $59.53 $177,396 - $207,759
-3,490 Reduced 3.61%
93,290 $5.55 Million
Q3 2020

Nov 09, 2020
SELL
$49.44 - $54.86 $270,535 - $300,193
-5,472 Reduced 5.35%
96,780 $5.05 Million
Q2 2020

Aug 07, 2020
SELL
$42.21 - $55.29 $399,137 - $522,822
-9,456 Reduced 8.46%
102,252 $5.12 Million
Q1 2020

Apr 28, 2020
BUY
$38.4 - $61.03 $61,324 - $97,464
1,597 Added 1.45%
111,708 $4.95 Million
Q4 2019

Feb 04, 2020
BUY
$54.73 - $60.25 $358,809 - $394,999
6,556 Added 6.33%
110,111 $6.62 Million
Q3 2019

Oct 31, 2019
SELL
$56.56 - $57.5 $156,501 - $159,102
-2,767 Reduced 2.6%
103,555 $5.88 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-1,674 Reduced 1.55%
106,322 $5.97 Million
Q1 2019

Apr 26, 2019
BUY
N/A
4,952 Added 4.81%
107,996 $5.91 Million
Q4 2018

Feb 08, 2019
BUY
N/A
6,353 Added 6.57%
103,044 $5.07 Million
Q3 2018

Nov 07, 2018
BUY
N/A
4,786 Added 5.21%
96,691 $5.42 Million
Q2 2018

Aug 03, 2018
BUY
N/A
13,935 Added 17.87%
91,905 $4.88 Million
Q1 2018

Apr 26, 2018
BUY
N/A
20,643 Added 36.01%
77,970 $4.12 Million
Q4 2017

Feb 02, 2018
BUY
N/A
57,327
57,327 $3.14 Million

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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