Benjamin Edwards Inc Schwab Intermediate Term Us Tr Transaction History

Benjamin Edwards Inc

$8.36 Billion
Q3 2025

A detailed history of Benjamin Edwards Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Benjamin Edwards Inc holds 284,466 shares of SCHR stock, worth $7.18 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

284,466

Previous 260,893 9.04%

Holding current value

$7.18 Million

Previous $6.53 Million 9.46%

% of portfolio

0.09%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$24.69 - $25.26 $582,017 - $595,453	23,573 Added 9.04%	284,466 $7.15 Million
Q2 2025 Aug 14, 2025	SELL	$24.54 - $25.07 $550,383 - $562,269	-22,428 Reduced 7.92%	260,893 $6.53 Million
Q1 2025 May 12, 2025	BUY	$24.05 - $24.86 $971,307 - $1 Million	40,387 Added 16.62%	283,321 $7.04 Million
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $3.36 Million - $7.02 Million	138,696 Added 133.06%	242,934 $5.9 Million
Q3 2024 Nov 14, 2024	BUY	$48.4 - $50.91 $5.03 Million - $5.29 Million	103,930 Added 33743.51%	104,238 $5.27 Million
Q2 2024 Aug 12, 2024	BUY	$47.85 - $49.0 $957 - $980	20 Added 6.94%	308 $15,000
Q1 2024 Apr 29, 2024	SELL	$48.64 - $49.88 $3.92 Million - $4.02 Million	-80,608 Reduced 99.64%	288 $14,000
Q4 2023 Feb 06, 2024	SELL	$47.09 - $49.87 $82,690 - $87,571	-1,756 Reduced 2.12%	80,896 $4.02 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $49.59 $598,396 - $621,065	12,524 Added 17.86%	82,652 $3.96 Million
Q2 2023 Aug 15, 2023	BUY	$49.25 - $50.96 $669,356 - $692,597	13,591 Added 24.04%	70,128 $3.46 Million
Q1 2023 Apr 27, 2023	BUY	$48.55 - $50.78 $110,111 - $115,169	2,268 Added 4.18%	56,537 $2.85 Million
Q4 2022 Feb 07, 2023	BUY	$48.12 - $50.24 $422,974 - $441,609	8,790 Added 19.33%	54,269 $2.67 Million
Q3 2022 Oct 28, 2022	BUY	$48.68 - $52.54 $804,144 - $867,908	16,519 Added 57.04%	45,479 $2.24 Million
Q2 2022 Aug 12, 2022	BUY	$50.08 - $52.78 $609,623 - $642,490	12,173 Added 72.51%	28,960 $1.49 Million
Q1 2022 May 04, 2022	BUY	$52.72 - $55.84 $880,107 - $932,192	16,694 Added 17950.54%	16,787 $894,000
Q3 2021 Nov 02, 2021	SELL	$56.59 - $57.62 $622 - $633	-11 Reduced 10.58%	93 $5,000
Q2 2021 Aug 11, 2021	SELL	$56.38 - $57.16 $620 - $628	-11 Reduced 9.57%	104 $6,000
Q1 2021 May 14, 2021	SELL	$56.41 - $58.25 $30,292 - $31,280	-537 Reduced 82.36%	115 $6,000
Q4 2020 Feb 16, 2021	BUY	$57.98 - $58.64 $57 - $58	1 Added 0.15%	652 $38,000
Q3 2020 Nov 16, 2020	BUY	$58.56 - $58.96 $3,982 - $4,009	68 Added 11.66%	651 $38,000
Q2 2020 Aug 14, 2020	BUY	$58.18 - $58.86 $2,269 - $2,295	39 Added 7.17%	583 $34,000
Q1 2020 May 07, 2020	BUY	$55.04 - $58.78 $27,575 - $29,448	501 Added 1165.12%	544 $32,000
Q4 2019 Feb 06, 2020	BUY	$54.79 - $56.05 $54 - $56	1 Added 2.38%	43 $2,000
Q2 2019 Aug 08, 2019	BUY	N/A	42 New	42 $2,000

Others Institutions Holding SCHR

# of Institutions

497

Shares Held

375M

Call Options Held

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin Edwards Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benjamin Edwards Inc with notifications on news.

Account

Benjamin Edwards Inc Schwab Intermediate Term Us Tr Transaction History