A detailed history of Clarity Wealth Development LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Clarity Wealth Development LLC holds 332,843 shares of SCHR stock, worth $8.3 Million. This represents 8.29% of its overall portfolio holdings.

Number of Shares
332,843
Previous 309,649 7.49%
Holding current value
$8.3 Million
Previous $7.77 Billion 7.19%
% of portfolio
8.29%
Previous 8.67%

Shares

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

Aug 05, 2025

BUY
$24.54 - $25.07 $569,180 - $581,473
23,194 Added 7.49%
332,843 $8.33 Billion
Q1 2025

May 12, 2025

BUY
$24.05 - $24.86 $875,179 - $904,655
36,390 Added 13.32%
309,649 $7.77 Billion
Q4 2024

Feb 10, 2025

BUY
$24.19 - $50.58 $6.61 Million - $13.8 Million
273,259 New
273,259 $6.67 Billion

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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