Comprehensive Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 40,656 shares of SCHR stock, worth $1.02 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
40,656
Previous 26,035 56.16%
Holding current value
$1.02 Million
Previous $651,000 56.84%
% of portfolio
0.8%
Previous 0.57%

Shares

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

Nov 04, 2025
BUY
$24.69 - $25.26 $360,992 - $369,326
14,621 Added 56.16%
40,656 $1.02 Million
Q2 2025

Aug 11, 2025
BUY
$24.54 - $25.07 $638,898 - $652,697
26,035 New
26,035 $651,000

Others Institutions Holding SCHR

# of Institutions
514
Shares Held
385M
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
  • Industry ETFs
More about SCHR
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