Rfg Advisory, LLC Schwab Intermediate Term Us Tr Transaction History

Rfg Advisory, LLC

  • $2.69 Billion
  • Q3 2025

A detailed history of Rfg Advisory, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rfg Advisory, LLC holds 13,872 shares of SCHR stock, worth $348,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,872
Previous 13,194 5.14%
Holding current value
$348,325
Previous $330,000 5.45%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$24.69 - $25.26 $16,739 - $17,126
678 Added 5.14%
13,872 $348,000
Q2 2025

Jul 28, 2025
BUY
$24.54 - $25.07 $323,780 - $330,773
13,194 New
13,194 $330,000
Q4 2023

Jan 25, 2024
BUY
$47.09 - $49.87 $214,636 - $227,307
4,558 New
4,558 $226,000
Q2 2023

Aug 03, 2023
BUY
$49.25 - $50.96 $23,098 - $23,900
469 Added 3.25%
14,905 $734,000
Q1 2023

May 09, 2023
BUY
$48.55 - $50.78 $700,867 - $733,060
14,436 New
14,436 $728,000
Q3 2022

Nov 10, 2022
BUY
$48.68 - $52.54 $1.76 Million - $1.9 Million
36,235 New
36,235 $1.75 Million
Q1 2022

May 11, 2022
SELL
$52.72 - $55.84 $1.16 Million - $1.23 Million
-22,082 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$55.82 - $56.81 $1.23 Million - $1.25 Million
22,082 New
22,082 $1.24 Million
Q1 2021

Apr 19, 2021
SELL
$56.41 - $58.25 $539,843 - $557,452
-9,570 Closed
0 $0
Q4 2020

Feb 02, 2021
BUY
$57.98 - $58.64 $554,868 - $561,184
9,570 New
9,570 $553,000
Q1 2020

Apr 17, 2020
SELL
$55.04 - $58.78 $302,004 - $322,525
-5,487 Closed
0 $0
Q4 2019

Jan 22, 2020
BUY
$54.79 - $56.05 $300,632 - $307,546
5,487 New
5,487 $301,000

Others Institutions Holding SCHR

# of Institutions
515
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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