Rkl Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History
Rkl Wealth Management LLC
- $1.13 Billion
- Q2 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 22,453 shares of SCHR stock, worth $558,855. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,453
Previous 70,004
67.93%
Holding current value
$558,855
Previous $1.74 Million
67.76%
% of portfolio
0.05%
Previous 0.16%
Shares
33 transactions
Others Institutions Holding SCHR
# of Institutions
486Shares Held
364MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.46 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$462 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$202 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio