Destiny Wealth Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Destiny Wealth Partners, LLC

  • $693 Million
  • Q2 2025

A detailed history of Destiny Wealth Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 365,808 shares of SCHR stock, worth $9.12 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
365,808
Previous 360,558 1.46%
Holding current value
$9.12 Million
Previous $8.95 Million 2.36%
% of portfolio
1.32%
Previous 1.5%

Shares

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

Jul 16, 2025
BUY
$24.54 - $25.07 $128,835 - $131,617
5,250 Added 1.46%
365,808 $9.16 Million
Q1 2025

Apr 14, 2025
BUY
$24.05 - $24.86 $8.67 Million - $8.96 Million
360,558 New
360,558 $8.95 Million

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
370M
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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