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 $7.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

284,466

Previous 260,893 9.04%

Holding current value

$7.14 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

516

Shares Held

385M

Call Options Held

Put Options Held

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Benjamin Edwards Inc Schwab Intermediate Term Us Tr Transaction History