Financial Consulate, Inc Schwab Intermediate Term Us Tr Transaction History

Financial Consulate, Inc

$486 Million
Q2 2025

A detailed history of Financial Consulate, Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Financial Consulate, Inc holds 87,925 shares of SCHR stock, worth $2.22 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

87,925

Previous 89,567 1.83%

Holding current value

$2.22 Million

Previous $2.23 Million 1.17%

% of portfolio

0.45%

Previous 0.59%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.54 - $25.07 $40,294 - $41,164	-1,642 Reduced 1.83%	87,925 $2.2 Million
Q1 2025 Apr 25, 2025	SELL	$24.05 - $24.86 $77,585 - $80,198	-3,226 Reduced 3.48%	89,567 $2.23 Million
Q4 2024 Jan 31, 2025	BUY	$24.19 - $50.58 $1.1 Million - $2.3 Million	45,490 Added 96.17%	92,793 $2.25 Million
Q3 2024 Oct 21, 2024	SELL	$48.4 - $50.91 $6,727 - $7,076	-139 Reduced 0.29%	47,303 $2.39 Million
Q2 2024 Jul 19, 2024	BUY	$47.85 - $49.0 $60,434 - $61,887	1,263 Added 2.74%	47,442 $2.31 Million
Q1 2024 Apr 22, 2024	SELL	$48.64 - $49.88 $43,240 - $44,343	-889 Reduced 1.89%	46,179 $2.27 Million
Q4 2023 Jan 31, 2024	SELL	$47.09 - $49.87 $79,440 - $84,130	-1,687 Reduced 3.46%	47,068 $2.34 Million
Q3 2023 Oct 23, 2023	SELL	$47.78 - $49.59 $53,370 - $55,392	-1,117 Reduced 2.24%	48,755 $2.34 Million
Q2 2023 Jul 21, 2023	BUY	$49.25 - $50.96 $3,890 - $4,025	79 Added 0.16%	49,872 $2.46 Million
Q1 2023 Apr 17, 2023	SELL	$48.55 - $50.78 $4.54 Million - $4.75 Million	-93,463 Reduced 65.24%	49,793 $2.51 Million
Q4 2022 Jan 11, 2023	SELL	$48.12 - $50.24 $821,264 - $857,446	-17,067 Reduced 10.65%	143,256 $0
Q3 2022 Oct 20, 2022	BUY	$48.68 - $52.54 $331,121 - $357,377	6,802 Added 4.43%	160,323 $7.88 Million
Q2 2022 Jul 19, 2022	SELL	$50.08 - $52.78 $140,023 - $147,572	-2,796 Reduced 1.79%	153,521 $7.92 Million
Q1 2022 Apr 28, 2022	SELL	$52.72 - $55.84 $1.47 Million - $1.56 Million	-27,939 Reduced 15.16%	156,317 $8.32 Million
Q4 2021 Feb 07, 2022	BUY	$55.82 - $56.81 $241,198 - $245,476	4,321 Added 2.4%	184,256 $10.3 Million
Q3 2021 Oct 19, 2021	BUY	$56.59 - $57.62 $222,228 - $226,273	3,927 Added 2.23%	179,935 $10.2 Million
Q2 2021 Jul 22, 2021	BUY	$56.38 - $57.16 $297,630 - $301,747	5,279 Added 3.09%	176,008 $10 Million
Q1 2021 Apr 19, 2021	BUY	$56.41 - $58.25 $1.25 Million - $1.29 Million	22,114 Added 14.88%	170,729 $9.63 Million
Q4 2020 Jan 29, 2021	BUY	$57.98 - $58.64 $323,122 - $326,800	5,573 Added 3.9%	148,615 $8.65 Million
Q3 2020 Oct 20, 2020	BUY	$58.56 - $58.96 $447,398 - $450,454	7,640 Added 5.64%	143,042 $8.39 Million
Q2 2020 Jul 22, 2020	SELL	$58.18 - $58.86 $655,630 - $663,293	-11,269 Reduced 7.68%	135,402 $7.96 Million
Q1 2020 Apr 29, 2020	SELL	$55.04 - $58.78 $901,555 - $962,816	-16,380 Reduced 10.05%	146,671 $8.62 Million
Q4 2019 Jan 22, 2020	BUY	$54.79 - $56.05 $758,567 - $776,012	13,845 Added 9.28%	163,051 $8.96 Million
Q3 2019 Oct 16, 2019	BUY	$54.92 - $55.68 $8.19 Million - $8.31 Million	149,206 New	149,206 $8.29 Million
Q1 2018 Apr 16, 2018	SELL	N/A	-7,089 Closed	0 $0
Q4 2017 Jan 29, 2018	BUY	N/A	163 Added 2.35%	7,089 $378,000
Q3 2017 Oct 19, 2017	BUY	N/A	6,926	6,926 $373,000

Others Institutions Holding SCHR

# of Institutions

496

Shares Held

371M

Call Options Held

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Consulate, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Consulate, Inc with notifications on news.

Account

Financial Consulate, Inc Schwab Intermediate Term Us Tr Transaction History