Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 214,692 shares of SCHG stock, worth $6.2 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

214,692

Previous 56,628 279.13%

Holding current value

$6.2 Million

Previous $5.9 Million 1.42%

% of portfolio

0.77%

Previous 0.75%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$25.93 - $105.3 $4.1 Million - $16.6 Million	158,064 Added 279.13%	214,692 $5.98 Million
Q3 2024 Oct 30, 2024	SELL	$92.63 - $105.69 $754,934 - $861,373	-8,150 Reduced 12.58%	56,628 $5.9 Million
Q2 2024 Jul 22, 2024	SELL	$87.04 - $101.61 $267,212 - $311,942	-3,070 Reduced 4.52%	64,778 $6.53 Million
Q1 2024 Apr 19, 2024	SELL	$80.6 - $93.32 $379,948 - $439,910	-4,714 Reduced 6.5%	67,848 $6.29 Million
Q4 2023 Jan 17, 2024	SELL	$70.08 - $83.37 $184,310 - $219,263	-2,630 Reduced 3.5%	72,562 $6.02 Million
Q3 2023 Oct 19, 2023	SELL	$71.99 - $78.02 $248,869 - $269,715	-3,457 Reduced 4.4%	75,192 $5.47 Million
Q2 2023 Jul 13, 2023	SELL	$63.6 - $74.95 $59,402 - $70,003	-934 Reduced 1.17%	78,649 $5.89 Million
Q1 2023 Apr 18, 2023	SELL	$54.19 - $65.17 $97,162 - $116,849	-1,793 Reduced 2.2%	79,583 $5.19 Million
Q4 2022 Jan 24, 2023	SELL	$54.31 - $60.76 $134,797 - $150,806	-2,482 Reduced 2.96%	81,376 $0
Q3 2022 Oct 12, 2022	SELL	$55.81 - $69.25 $14,454 - $17,935	-259 Reduced 0.31%	83,858 $4.68 Million
Q2 2022 Jul 21, 2022	SELL	$55.73 - $76.55 $90,059 - $123,704	-1,616 Reduced 1.88%	84,117 $4.88 Million
Q1 2022 May 03, 2022	BUY	$65.63 - $82.62 $2.74 Million - $3.45 Million	41,706 Added 94.73%	85,733 $6.42 Million
Q4 2021 May 02, 2022	BUY	$73.11 - $83.4 $3.22 Million - $3.67 Million	44,027 New	44,027 $7.21 Million

Others Institutions Holding SCHG

# of Institutions

1,352

Shares Held

1.82B

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History