Rkl Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025

A detailed history of Rkl Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rkl Wealth Management LLC holds 17,230 shares of SCHR stock, worth $432,645. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,230
Previous 22,453 23.26%
Holding current value
$432,645
Previous $561,000 22.99%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 10, 2025
SELL
$24.69 - $25.26 $128,955 - $131,932
-5,223 Reduced 23.26%
17,230 $432,000
Q2 2025

Jul 18, 2025
SELL
$24.54 - $25.07 $1.17 Million - $1.19 Million
-47,551 Reduced 67.93%
22,453 $561,000
Q1 2025

Apr 25, 2025
SELL
$24.05 - $24.86 $632,611 - $653,917
-26,304 Reduced 27.31%
70,004 $1.74 Million
Q4 2024

Feb 06, 2025
BUY
$24.19 - $50.58 $646,671 - $1.35 Million
26,733 Added 38.42%
96,308 $2.34 Million
Q3 2024

Nov 01, 2024
SELL
$48.4 - $50.91 $78,698 - $82,779
-1,626 Reduced 2.28%
69,575 $3.52 Million
Q2 2024

Jul 17, 2024
SELL
$47.85 - $49.0 $15,886 - $16,268
-332 Reduced 0.46%
71,201 $3.47 Million
Q1 2024

May 08, 2024
BUY
$48.64 - $49.88 $38,814 - $39,804
798 Added 1.13%
71,533 $3.51 Million
Q4 2023

Jan 24, 2024
SELL
$47.09 - $49.87 $354,634 - $375,570
-7,531 Reduced 9.62%
70,735 $3.52 Million
Q3 2023

Nov 03, 2023
BUY
$47.78 - $49.59 $13,330 - $13,835
279 Added 0.36%
78,266 $3.75 Million
Q2 2023

Aug 07, 2023
SELL
$49.25 - $50.96 $35,460 - $36,691
-720 Reduced 0.91%
77,987 $3.84 Million
Q1 2023

May 01, 2023
SELL
$48.55 - $50.78 $38,742 - $40,522
-798 Reduced 1.0%
78,707 $3.97 Million
Q4 2022

Feb 06, 2023
SELL
$48.12 - $50.24 $98,357 - $102,690
-2,044 Reduced 2.51%
79,505 $3.91 Million
Q3 2022

Nov 10, 2022
SELL
$48.68 - $52.54 $103,591 - $111,805
-2,128 Reduced 2.54%
81,549 $4.01 Million
Q2 2022

Aug 01, 2022
BUY
$50.08 - $52.78 $20,432 - $21,534
408 Added 0.49%
83,677 $4.32 Million
Q1 2022

May 10, 2022
SELL
$52.72 - $55.84 $79,343 - $84,039
-1,505 Reduced 1.78%
83,269 $4.43 Million
Q4 2021

Feb 08, 2022
BUY
$55.82 - $56.81 $71,505 - $72,773
1,281 Added 1.53%
84,774 $4.76 Million
Q3 2021

Nov 15, 2021
SELL
$56.59 - $57.62 $158,225 - $161,105
-2,796 Reduced 3.24%
83,493 $4.74 Million
Q2 2021

Aug 13, 2021
BUY
$56.38 - $57.16 $88,291 - $89,512
1,566 Added 1.85%
86,289 $4.91 Million
Q1 2021

May 10, 2021
BUY
$56.41 - $58.25 $88,845 - $91,743
1,575 Added 1.89%
84,723 $4.78 Million
Q4 2020

Feb 11, 2021
SELL
$57.98 - $58.64 $20,698 - $20,934
-357 Reduced 0.43%
83,148 $4.84 Million
Q3 2020

Nov 09, 2020
BUY
$58.56 - $58.96 $128,949 - $129,829
2,202 Added 2.71%
83,505 $4.9 Million
Q2 2020

Aug 07, 2020
SELL
$58.18 - $58.86 $96,986 - $98,119
-1,667 Reduced 2.01%
81,303 $4.78 Million
Q1 2020

Apr 28, 2020
BUY
$55.04 - $58.78 $6,164 - $6,583
112 Added 0.14%
82,970 $4.88 Million
Q4 2019

Feb 04, 2020
BUY
$54.79 - $56.05 $36,983 - $37,833
675 Added 0.82%
82,858 $4.55 Million
Q3 2019

Oct 31, 2019
SELL
$54.92 - $55.68 $860,761 - $872,672
-15,673 Reduced 16.02%
82,183 $4.56 Million
Q2 2019

Aug 02, 2019
BUY
N/A
2,469 Added 2.59%
97,856 $5.38 Million
Q1 2019

Apr 26, 2019
BUY
N/A
6,904 Added 7.8%
95,387 $5.13 Million
Q4 2018

Feb 08, 2019
BUY
N/A
1,442 Added 1.66%
88,483 $4.68 Million
Q3 2018

Nov 07, 2018
BUY
N/A
11,819 Added 15.71%
87,041 $4.51 Million
Q2 2018

Aug 03, 2018
BUY
N/A
28,167 Added 59.86%
75,222 $3.94 Million
Q1 2018

Apr 26, 2018
BUY
N/A
25,612 Added 119.44%
47,055 $2.48 Million
Q4 2017

Feb 02, 2018
BUY
N/A
6,287 Added 41.48%
21,443 $1.14 Million
Q3 2017

Nov 07, 2017
BUY
N/A
5,772 Added 61.51%
15,156 $817,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,384
9,384 $503,000

Others Institutions Holding SCHR

# of Institutions
516
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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