Ci Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 31,634 shares of SCHR stock, worth $794,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares

31,634

Previous 30,424 3.98%

Holding current value

$794,329

Previous $761,000 4.34%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.69 - $25.26 $29,874 - $30,564	1,210 Added 3.98%	31,634 $794,000
Q2 2025 Sep 26, 2025	SELL	$24.54 - $25.07 $747,881 - $764,033	-30,476 Reduced 50.04%	30,424 $761,000
Q2 2025 Aug 15, 2025	BUY	$24.54 - $25.07 $986,876 - $1.01 Million	40,215 Added 194.42%	60,900 $1.52 Million
Q1 2025 May 14, 2025	SELL	$24.05 - $24.86 $391,630 - $404,820	-16,284 Reduced 44.05%	20,685 $514,000
Q4 2024 Feb 10, 2025	BUY	$24.19 - $50.58 $427,921 - $894,760	17,690 Added 91.76%	36,969 $897,000

Q3 2024 Nov 12, 2024	BUY	$48.4 - $50.91 $270,943 - $284,994	5,598 Added 40.92%	19,279 $975,000
Q2 2024 Aug 13, 2024	SELL	$47.85 - $49.0 $44,261 - $45,325	-925 Reduced 6.33%	13,681 $667,000
Q1 2024 May 09, 2024	BUY	$48.64 - $49.88 $55,255 - $56,663	1,136 Added 8.43%	14,606 $716,000
Q4 2023 Feb 09, 2024	BUY	$47.09 - $49.87 $634,302 - $671,748	13,470 New	13,470 $669,000

Others Institutions Holding SCHR

# of Institutions

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Ci Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History