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 1,594,203 shares of SCHX stock, worth $37.9 Million. This represents 9.81% of its overall portfolio holdings.

Number of Shares
1,594,203
Previous 1,658,070 3.85%
Holding current value
$37.9 Million
Previous $107 Million 1.54%
% of portfolio
9.81%
Previous 10.28%

Shares

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

Nov 01, 2024

SELL
$61.11 - $67.85 $3.9 Million - $4.33 Million
-63,867 Reduced 3.85%
1,594,203 $108 Million
Q2 2024

Jul 17, 2024

BUY
$58.7 - $64.78 $1.31 Million - $1.44 Million
22,238 Added 1.36%
1,658,070 $107 Million
Q1 2024

May 08, 2024

BUY
$55.41 - $62.08 $987,461 - $1.11 Million
17,821 Added 1.1%
1,635,832 $102 Million
Q4 2023

Jan 24, 2024

BUY
$48.47 - $56.6 $1.25 Million - $1.46 Million
25,877 Added 1.63%
1,618,011 $91.3 Million
Q3 2023

Nov 03, 2023

BUY
$50.36 - $54.21 $1.93 Million - $2.07 Million
38,271 Added 2.46%
1,592,134 $80.6 Million
Q2 2023

Aug 07, 2023

BUY
$47.67 - $52.37 $2.08 Million - $2.28 Million
43,595 Added 2.89%
1,553,863 $81.4 Million
Q1 2023

May 01, 2023

BUY
$44.78 - $49.41 $1.66 Million - $1.83 Million
37,011 Added 2.51%
1,510,268 $73.1 Million
Q4 2022

Feb 06, 2023

BUY
$42.25 - $48.16 $4.44 Million - $5.06 Million
105,014 Added 7.68%
1,473,257 $66.5 Million
Q3 2022

Nov 10, 2022

BUY
$42.35 - $51.01 $2.16 Million - $2.6 Million
50,932 Added 3.87%
1,368,243 $57.9 Million
Q2 2022

Aug 01, 2022

BUY
$43.35 - $54.51 $1.41 Million - $1.77 Million
32,472 Added 2.53%
1,317,311 $58.8 Million
Q1 2022

May 10, 2022

BUY
$49.51 - $57.27 $32.2 Million - $37.3 Million
651,066 Added 102.73%
1,284,839 $69.2 Million
Q4 2021

Feb 08, 2022

BUY
$51.9 - $57.29 $344,304 - $380,061
6,634 Added 1.06%
633,773 $72.1 Million
Q3 2021

Nov 15, 2021

BUY
$51.52 - $54.94 $454,509 - $484,680
8,822 Added 1.43%
627,139 $65.2 Million
Q2 2021

Aug 13, 2021

SELL
$48.62 - $52.01 $11,960 - $12,794
-246 Reduced 0.04%
618,317 $64.3 Million
Q1 2021

May 10, 2021

SELL
$44.9 - $48.34 $517,741 - $557,408
-11,531 Reduced 1.83%
618,563 $59.4 Million
Q4 2020

Feb 11, 2021

SELL
$39.35 - $45.48 $320,859 - $370,843
-8,154 Reduced 1.28%
630,094 $57.3 Million
Q3 2020

Nov 09, 2020

BUY
$37.26 - $43.03 $308,885 - $356,718
8,290 Added 1.32%
638,248 $51.5 Million
Q2 2020

Aug 07, 2020

BUY
$29.25 - $38.76 $200,216 - $265,312
6,845 Added 1.1%
629,958 $46.7 Million
Q1 2020

Apr 28, 2020

BUY
$26.61 - $40.52 $712,562 - $1.09 Million
26,778 Added 4.49%
623,113 $38.2 Million
Q4 2019

Feb 04, 2020

BUY
$34.42 - $38.54 $207,483 - $232,319
6,028 Added 1.02%
596,335 $45.8 Million
Q3 2019

Oct 31, 2019

SELL
$35.28 - $36.01 $1.41 Million - $1.44 Million
-39,934 Reduced 6.34%
590,307 $41.9 Million
Q2 2019

Aug 02, 2019

BUY
N/A
38,163 Added 6.45%
630,241 $44.2 Million
Q1 2019

Apr 26, 2019

BUY
N/A
57,419 Added 10.74%
592,078 $40 Million
Q4 2018

Feb 08, 2019

BUY
N/A
29,123 Added 5.76%
534,659 $31.9 Million
Q3 2018

Nov 07, 2018

BUY
N/A
37,467 Added 8.0%
505,536 $35.2 Million
Q2 2018

Aug 03, 2018

BUY
N/A
28,108 Added 6.39%
468,069 $30.4 Million
Q1 2018

Apr 26, 2018

BUY
N/A
37,237 Added 9.25%
439,961 $27.8 Million
Q4 2017

Feb 02, 2018

BUY
N/A
69,281 Added 20.78%
402,724 $25.7 Million
Q3 2017

Nov 07, 2017

BUY
N/A
31,450 Added 10.41%
333,443 $20 Million
Q2 2017

Aug 14, 2017

BUY
N/A
301,993
301,993 $17.5 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 Rkl Wealth Management LLC Portfolio

Follow Rkl 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 Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.