Avion Wealth Schwab Intermediate Term Us Tr Transaction History

Avion Wealth

$439 Million
Q2 2025

A detailed history of Avion Wealth transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Avion Wealth holds 36 shares of SCHR stock, worth $897. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$897

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$24.54 - $25.07 $883 - $902	36 New	36 $0
Q1 2025 May 09, 2025	BUY	$24.05 - $24.86 $865 - $894	36 New	36 $0
Q3 2023 Oct 20, 2023	BUY	$47.78 - $49.59 $860 - $892	18 New	18 $0
Q3 2022 Oct 31, 2022	BUY	$48.68 - $52.54 $1,752 - $1,891	36 New	36 $2,000
Q2 2021 Jul 27, 2021	SELL	$56.38 - $57.16 $15,560 - $15,776	-276 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	$55.04 - $58.78 $15,191 - $16,223	276 New	276 $16,000

Others Institutions Holding SCHR

# of Institutions

494

Shares Held

367M

Call Options Held

900

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

222M
Shares

$5.53 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

18.6M
Shares

$463 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.1M
Shares

$327 Million
0.09% of portfolio
Stifel Financial Corp St. Louis, MO

8.1M
Shares

$202 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$117 Million
0.01% of portfolio

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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