Belpointe Asset Management LLC Schwab Intermediate Term Us Tr Transaction History

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025

A detailed history of Belpointe Asset Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Belpointe Asset Management LLC holds 18,305 shares of SCHR stock, worth $455,062. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,305
Holding current value
$455,062
% of portfolio
0.02%

Shares

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

Jul 22, 2025
BUY
$24.54 - $25.07 $449,204 - $458,906
18,305 New
18,305 $458,000
Q1 2023

May 15, 2023
SELL
$48.55 - $50.78 $258,140 - $269,997
-5,317 Reduced 57.64%
3,908 $197,000
Q4 2022

Feb 08, 2023
BUY
$48.12 - $50.24 $443,907 - $463,464
9,225 New
9,225 $454,000

Others Institutions Holding SCHR

# of Institutions
483
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
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More about SCHR
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