A detailed history of Rgt Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 113 shares of SCHR stock, worth $2,742. This represents 0.0% of its overall portfolio holdings.

Number of Shares
113
Previous 3,576 96.84%
Holding current value
$2,742
Previous $185,000 96.76%
% of portfolio
0.0%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022

SELL
$48.68 - $52.54 $168,578 - $181,946
-3,463 Reduced 96.84%
113 $6,000
Q2 2022

Jul 13, 2022

BUY
$50.08 - $52.78 $651 - $686
13 Added 0.36%
3,576 $185,000
Q1 2022

May 05, 2022

SELL
$52.72 - $55.84 $232,337 - $246,086
-4,407 Reduced 55.29%
3,563 $190,000
Q4 2021

Feb 11, 2022

BUY
$55.82 - $56.81 $444,885 - $452,775
7,970 New
7,970 $447,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Rgt Wealth Advisors, LLC Portfolio

Follow Rgt Wealth Advisors, 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 Rgt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rgt Wealth Advisors, LLC with notifications on news.