A detailed history of Gwn Securities Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Gwn Securities Inc. holds 30,443 shares of SCHR stock, worth $768,076. This represents 0.18% of its overall portfolio holdings.

Number of Shares
30,443
Previous 84,590 64.01%
Holding current value
$768,076
Previous $2.12 Billion 63.87%
% of portfolio
0.18%
Previous 0.39%

Shares

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

Oct 27, 2025

SELL
$24.69 - $25.26 $1.34 Million - $1.37 Million
-54,147 Reduced 64.01%
30,443 $765 Million
Q2 2025

Aug 01, 2025

BUY
$24.54 - $25.07 $1.03 Million - $1.05 Million
41,879 Added 98.05%
84,590 $2.12 Billion
Q1 2025

May 15, 2025

BUY
$24.05 - $24.86 $432,779 - $447,355
17,995 Added 72.81%
42,711 $1.06 Billion
Q4 2024

Feb 10, 2025

BUY
$24.19 - $50.58 $597,880 - $1.25 Million
24,716 New
24,716 $600 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Gwn Securities Inc. Portfolio

Follow Gwn Securities Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gwn Securities Inc. with notifications on news.