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Disclosery

RFG Advisory, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on SCHW, newest first. How the timeline and the estimate are built.

RFG Advisory, LLC held 8,084 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,084 shares
    Change vs previous 13F -745 shares

    0.01% of the 13F portfolio, value $745,879.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,829 shares
    Change vs previous 13F -3,024 shares

    0.02% of the 13F portfolio, value $829,719.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,853 shares
    Change vs previous 13F -1,454 shares

    0.02% of the 13F portfolio, value $1,184,253.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,307 shares
    Change vs previous 13F -992 shares

    0.03% of the 13F portfolio, value $1,270,381.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,299 shares
    Change vs previous 13F +3,347 shares

    0.03% of the 13F portfolio, value $1,304,678.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,952 shares
    Change vs previous 13F +1,115 shares

    0.02% of the 13F portfolio, value $857,344.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,837 shares
    Change vs previous 13F +1,978 shares

    0.02% of the 13F portfolio, value $728,046.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,859 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $509,317.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).