A detailed history of Buckingham Strategic Partners transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Buckingham Strategic Partners holds 12,441 shares of SCHR stock, worth $310,278. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,441
Previous 16,074 22.6%
Holding current value
$310,278
Previous $399,000 22.06%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 31, 2025

SELL
$24.54 - $25.07 $89,153 - $91,079
-3,633 Reduced 22.6%
12,441 $311,000
Q1 2025

May 15, 2025

BUY
$24.05 - $24.86 $386,579 - $399,599
16,074 New
16,074 $399,000
Q3 2024

Nov 14, 2024

BUY
$48.4 - $50.91 $392,959 - $413,338
8,119 New
8,119 $410,000
Q4 2023

Feb 14, 2024

SELL
$47.09 - $49.87 $407,045 - $431,076
-8,644 Reduced 65.7%
4,512 $224,000
Q3 2023

Nov 14, 2023

BUY
$47.78 - $49.59 $61,110 - $63,425
1,279 Added 10.77%
13,156 $630,000
Q2 2023

Aug 14, 2023

BUY
$49.25 - $50.96 $295 - $305
6 Added 0.05%
11,877 $585,000
Q1 2023

May 15, 2023

BUY
$48.55 - $50.78 $98,605 - $103,134
2,031 Added 20.64%
11,871 $598,000
Q4 2022

Feb 14, 2023

BUY
$48.12 - $50.24 $473,500 - $494,361
9,840 New
9,840 $484,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


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