Maridea Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Maridea Wealth Management LLC

  • $666 Billion
  • Q4 2025

A detailed history of Maridea Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Maridea Wealth Management LLC holds 244,761 shares of SCHR stock, worth $6.15 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
244,761
Previous 192,460 27.17%
Holding current value
$6.15 Million
Previous $4.87 Billion 26.07%
% of portfolio
0.92%
Previous 0.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$25.03 - $25.34 $1.31 Million - $1.33 Million
52,301 Added 27.17%
244,761 $6.14 Billion
Q3 2025

Nov 07, 2025
BUY
$24.69 - $25.26 $4.75 Million - $4.86 Million
192,460 New
192,460 $4.87 Billion

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
386M
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
  • Industry ETFs
More about SCHR
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