Belpointe Asset Management LLC Schwab Intermediate Term Us Tr Transaction History

Belpointe Asset Management LLC

  • $2.9 Billion
  • Q4 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 48,152 shares of SCHR stock, worth $1.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
48,152
Previous 48,033 0.25%
Holding current value
$1.21 Million
Previous $1.21 Million 0.17%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 27, 2026
BUY
$25.03 - $25.34 $2,978 - $3,015
119 Added 0.25%
48,152 $1.21 Million
Q3 2025

Oct 31, 2025
BUY
$24.69 - $25.26 $733,984 - $750,929
29,728 Added 162.4%
48,033 $1.21 Million
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
521
Shares Held
390M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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