Clearstead Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,714,017 shares of SCHR stock, worth $43 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
1,714,017
Previous 1,583,773 8.22%
Holding current value
$43 Million
Previous $39.6 Million 8.66%
% of portfolio
0.58%
Previous 0.57%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$24.69 - $25.26 $3.22 Million - $3.29 Million
130,244 Added 8.22%
1,714,017 $43.1 Million
Q2 2025

Aug 08, 2025
SELL
$24.54 - $25.07 $385,965 - $394,300
-15,728 Reduced 0.98%
1,583,773 $39.6 Million
Q1 2025

May 13, 2025
BUY
$24.05 - $24.86 $3.74 Million - $3.86 Million
155,405 Added 10.76%
1,599,501 $39.8 Million
Q4 2024

Feb 10, 2025
BUY
$24.19 - $50.58 $18.4 Million - $38.5 Million
760,479 Added 111.24%
1,444,096 $35.1 Million
Q3 2024

Nov 13, 2024
BUY
$48.4 - $50.91 $2.58 Million - $2.72 Million
53,333 Added 8.46%
683,617 $34.6 Million
Q2 2024

Aug 09, 2024
BUY
$47.85 - $49.0 $636,357 - $651,651
13,299 Added 2.16%
630,284 $30.7 Million
Q1 2024

May 14, 2024
BUY
$48.64 - $49.88 $5.31 Million - $5.44 Million
109,132 Added 21.49%
616,985 $30.3 Million
Q4 2023

Feb 12, 2024
BUY
$47.09 - $49.87 $13 Million - $13.8 Million
276,934 Added 119.93%
507,853 $25.3 Million
Q3 2023

Nov 07, 2023
BUY
$47.78 - $49.59 $757,265 - $785,951
15,849 Added 7.37%
230,919 $11.1 Million
Q2 2023

Aug 07, 2023
BUY
$49.25 - $50.96 $10.6 Million - $11 Million
215,070 New
215,070 $10.6 Million
Q2 2022

Aug 12, 2022
SELL
$50.08 - $52.78 $1,903 - $2,005
-38 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$52.72 - $55.84 $2,003 - $2,121
38 New
38 $2,000
Q1 2021

May 14, 2021
SELL
$56.41 - $58.25 $3,384 - $3,495
-60 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
$58.56 - $58.96 $3,162 - $3,183
-54 Reduced 47.37%
60 $4,000
Q1 2020

May 14, 2020
BUY
$55.04 - $58.78 $6,274 - $6,700
114 New
114 $7,000

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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