A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 9,671 shares of SCHX stock, worth $230,169. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,671
Previous 9,965 2.95%
Holding current value
$230,169
Previous $640 Million 2.49%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 01, 2024

SELL
$61.11 - $67.85 $17,966 - $19,947
-294 Reduced 2.95%
9,671 $656 Million
Q2 2024

Aug 14, 2024

BUY
$58.7 - $64.78 $20,779 - $22,932
354 Added 3.68%
9,965 $640 Million
Q1 2024

May 15, 2024

BUY
$55.41 - $62.08 $1,662 - $1,862
30 Added 0.31%
9,611 $596 Million
Q4 2023

Feb 14, 2024

SELL
$48.47 - $56.6 $592,836 - $692,274
-12,231 Reduced 56.07%
9,581 $540 Million
Q3 2023

May 28, 2024

SELL
$50.36 - $54.21 $7,705 - $8,294
-153 Reduced 1.58%
9,517 $481,000
Q2 2023

May 28, 2024

BUY
$47.67 - $52.37 $1,477 - $1,623
31 Added 0.32%
9,670 $506,000
Q1 2023

May 28, 2024

BUY
$44.78 - $49.41 $2,239 - $2,470
50 Added 0.52%
9,639 $466,000
Q4 2022

May 28, 2024

BUY
$42.25 - $48.16 $2,830 - $3,226
67 Added 0.7%
9,589 $432,000
Q3 2022

May 28, 2024

SELL
$42.35 - $51.01 $26,172 - $31,524
-618 Reduced 6.09%
9,522 $0
Q2 2022

May 28, 2024

SELL
$43.35 - $54.51 $1.45 Million - $1.82 Million
-33,397 Reduced 76.71%
10,140 $0
Q1 2022

May 28, 2024

BUY
$49.51 - $57.27 $1.68 Million - $1.94 Million
33,926 Added 352.99%
43,537 $0
Q4 2021

Feb 14, 2022

SELL
$51.9 - $57.29 $54,546 - $60,211
-1,051 Reduced 4.6%
21,812 $2.48 Million
Q3 2021

Nov 12, 2021

BUY
$51.52 - $54.94 $1,081 - $1,153
21 Added 0.09%
22,863 $0
Q2 2021

Aug 05, 2021

SELL
$48.62 - $52.01 $18,864 - $20,179
-388 Reduced 1.67%
22,842 $2.38 Million
Q1 2021

May 20, 2021

SELL
$44.9 - $48.34 $19,666 - $21,172
-438 Reduced 1.85%
23,230 $2.23 Million
Q4 2020

Mar 04, 2021

BUY
$39.35 - $45.48 $9,365 - $10,824
238 Added 1.02%
23,668 $2.15 Million
Q3 2020

Nov 03, 2020

SELL
$37.26 - $43.03 $61,516 - $71,042
-1,651 Reduced 6.58%
23,430 $1.89 Million
Q2 2020

Aug 20, 2020

BUY
$29.25 - $38.76 $733,619 - $972,139
25,081 New
25,081 $1.86 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 Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc 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 Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.