Bcs Wealth Management Schwab Intermediate Term Us Tr Transaction History

Bcs Wealth Management

$409 Million
Q3 2025

A detailed history of Bcs Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bcs Wealth Management holds 8,998 shares of SCHR stock, worth $227,019. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,998

Previous 8,331 8.01%

Holding current value

$227,019

Previous $209,000 8.13%

% of portfolio

0.06%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$24.69 - $25.26 $16,468 - $16,848	667 Added 8.01%	8,998 $226,000
Q2 2025 Jul 15, 2025	BUY	$24.54 - $25.07 $1,717 - $1,754	70 Added 0.85%	8,331 $209,000
Q1 2025 Apr 14, 2025	SELL	$24.05 - $24.86 $21,669 - $22,398	-901 Reduced 9.83%	8,261 $205,000
Q4 2024 Jan 13, 2025	BUY	$24.19 - $50.58 $221,628 - $463,413	9,162 New	9,162 $223,000
Q1 2024 Apr 10, 2024	BUY	$48.64 - $49.88 $1,021 - $1,047	21 Added 0.47%	4,474 $219,000
Q4 2023 Jan 11, 2024	BUY	$47.09 - $49.87 $1,836 - $1,944	39 Added 0.88%	4,453 $221,000
Q3 2023 Oct 12, 2023	BUY	$47.78 - $49.59 $210,900 - $218,890	4,414 New	4,414 $212,000
Q1 2023 Apr 10, 2023	BUY	$48.55 - $50.78 $48,404 - $50,627	997 Added 22.94%	5,343 $269,000
Q4 2022 Jan 10, 2023	SELL	$48.12 - $50.24 $3,127 - $3,265	-65 Reduced 1.47%	4,346 $214,000
Q3 2022 Oct 07, 2022	BUY	$48.68 - $52.54 $876 - $945	18 Added 0.41%	4,411 $217,000
Q2 2022 Jul 29, 2022	SELL	$50.08 - $52.78 $6,109 - $6,439	-122 Reduced 2.7%	4,393 $227,000
Q1 2022 Apr 28, 2022	SELL	$52.72 - $55.84 $70,381 - $74,546	-1,335 Reduced 22.82%	4,515 $240,000
Q4 2021 Jan 18, 2022	BUY	$55.82 - $56.81 $53,922 - $54,878	966 Added 19.78%	5,850 $328,000
Q3 2021 Oct 25, 2021	BUY	$56.59 - $57.62 $452 - $460	8 Added 0.16%	4,884 $277,000
Q2 2021 Jul 21, 2021	SELL	$56.38 - $57.16 $46,626 - $47,271	-827 Reduced 14.5%	4,876 $277,000
Q1 2021 Apr 28, 2021	SELL	$56.41 - $58.25 $9,251 - $9,553	-164 Reduced 2.8%	5,703 $322,000
Q4 2020 Jan 21, 2021	SELL	$57.98 - $58.64 $28,468 - $28,792	-491 Reduced 7.72%	5,867 $342,000
Q2 2020 Jul 21, 2020	SELL	$58.18 - $58.86 $44,100 - $44,615	-758 Reduced 10.65%	6,358 $374,000
Q1 2020 Apr 10, 2020	BUY	$55.04 - $58.78 $8,806 - $9,404	160 Added 2.3%	7,116 $418,000
Q4 2019 Feb 10, 2020	BUY	$54.79 - $56.05 $381,119 - $389,883	6,956 New	6,956 $382,000

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

375M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Bcs Wealth Management Schwab Intermediate Term Us Tr Transaction History