West Paces Advisors Inc. Schwab Intermediate Term Us Tr Transaction History

West Paces Advisors Inc.

$470 Billion
Q2 2025

A detailed history of West Paces Advisors Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, West Paces Advisors Inc. holds 10,135 shares of SCHR stock, worth $255,503. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,135

Previous 9,735 4.11%

Holding current value

$255,503

Previous $242 Million 4.82%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$24.54 - $25.07 $9,816 - $10,028	400 Added 4.11%	10,135 $254 Million
Q1 2025 Apr 14, 2025	SELL	$24.05 - $24.86 $74,074 - $76,568	-3,080 Reduced 24.03%	9,735 $242 Million
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $130,988 - $273,890	5,415 Added 73.18%	12,815 $311 Million
Q3 2024 Oct 15, 2024	BUY	$48.4 - $50.91 $4,840 - $5,091	100 Added 1.37%	7,400 $374 Million
Q2 2024 Jul 16, 2024	SELL	$47.85 - $49.0 $62,922 - $64,435	-1,315 Reduced 15.26%	7,300 $356 Million
Q1 2024 Apr 15, 2024	SELL	$48.64 - $49.88 $12,160 - $12,470	-250 Reduced 2.82%	8,615 $423 Million
Q4 2023 Jan 30, 2024	BUY	$47.09 - $49.87 $417,452 - $442,097	8,865 New	8,865 $441 Million
Q3 2022 Dec 18, 2023	BUY	$48.68 - $52.54 $2,141 - $2,311	44 New	44 $2.17 Million
Q4 2021 Dec 19, 2023	SELL	$55.82 - $56.81 $13,620 - $13,861	-244 Closed	0 $0
Q2 2021 Dec 19, 2023	BUY	$56.38 - $57.16 $13,756 - $13,947	244 New	244 $13.9 Million

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

Ticker SCHR
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West Paces Advisors Inc. Schwab Intermediate Term Us Tr Transaction History