Bartlett & Co. Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 8,119 shares of SCHR stock, worth $202,081. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,119
Previous 28,044 71.05%
Holding current value
$202,081
Previous $697 Million 70.85%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$24.54 - $25.07 $488,959 - $499,519
-19,925 Reduced 71.05%
8,119 $203 Million
Q1 2025

Apr 24, 2025
BUY
$24.05 - $24.86 $335,738 - $347,045
13,960 Added 99.12%
28,044 $697 Million
Q4 2024

Jan 17, 2025
BUY
$24.19 - $50.58 $162,605 - $339,998
6,722 Added 91.31%
14,084 $342 Million
Q3 2024

Oct 17, 2024
BUY
$48.4 - $50.91 $3,872 - $4,072
80 Added 1.1%
7,362 $373 Million
Q2 2024

Jul 12, 2024
SELL
$47.85 - $49.0 $15,359 - $15,729
-321 Reduced 4.22%
7,282 $355 Million
Q1 2024

May 09, 2024
SELL
$48.64 - $49.88 $3,891 - $3,990
-80 Reduced 1.04%
7,603 $373 Million
Q4 2023

Feb 14, 2024
BUY
$47.09 - $49.87 $191,609 - $202,921
4,069 Added 112.59%
7,683 $382 Million
Q3 2023

Feb 14, 2024
BUY
$47.78 - $49.59 $1,433 - $1,487
30 Added 0.84%
3,614 $173 Million
Q2 2023

Feb 14, 2024
BUY
$49.25 - $50.96 $116,525 - $120,571
2,366 Added 194.25%
3,584 $177 Million
Q4 2022

Feb 14, 2024
BUY
$48.12 - $50.24 $19,440 - $20,296
404 Added 49.63%
1,218 $60 Million
Q2 2021

Feb 13, 2024
BUY
$56.38 - $57.16 $42,848 - $43,441
760 Added 1407.41%
814 $46.3 Million
Q4 2020

Feb 13, 2024
BUY
$57.98 - $58.64 $3,130 - $3,166
54 New
54 $3.14 Million

Others Institutions Holding SCHR

# of Institutions
485
Shares Held
363M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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