Equita Financial Network, Inc. Schwab Intermediate Term Us Tr Transaction History

Equita Financial Network, Inc.

$245 Million
Q2 2025

A detailed history of Equita Financial Network, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Equita Financial Network, Inc. holds 21,333 shares of SCHR stock, worth $535,671. This represents 0.22% of its overall portfolio holdings.

Number of Shares

21,333

Previous 21,579 1.14%

Holding current value

$535,671

Previous $536,000 0.56%

% of portfolio

0.22%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$24.54 - $25.07 $6,036 - $6,167	-246 Reduced 1.14%	21,333 $533,000
Q1 2025 Apr 28, 2025	SELL	$24.05 - $24.86 $120,755 - $124,822	-5,021 Reduced 18.88%	21,579 $536,000
Q4 2024 Jan 23, 2025	BUY	$24.19 - $50.58 $362,172 - $757,283	14,972 Added 128.76%	26,600 $646,000
Q2 2024 Jul 31, 2024	SELL	$47.85 - $49.0 $161,302 - $165,179	-3,371 Reduced 22.47%	11,628 $567,000
Q1 2024 May 02, 2024	SELL	$48.64 - $49.88 $578,524 - $593,272	-11,894 Reduced 44.23%	14,999 $736,000
Q4 2023 Feb 12, 2024	BUY	$47.09 - $49.87 $430,167 - $455,562	9,135 Added 51.44%	26,893 $1.34 Million
Q3 2023 Oct 30, 2023	BUY	$47.78 - $49.59 $848,477 - $880,619	17,758 New	17,758 $851,000

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

371M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Equita Financial Network, Inc. Schwab Intermediate Term Us Tr Transaction History