Keyvantage Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Keyvantage Wealth, LLC

  • $223 Billion
  • Q2 2025

A detailed history of Keyvantage Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 450,255 shares of SCHR stock, worth $11.4 Million. This represents 5.06% of its overall portfolio holdings.

Number of Shares
450,255
Previous 450,566 0.07%
Holding current value
$11.4 Million
Previous $11.2 Billion 0.61%
% of portfolio
5.06%
Previous 5.45%

Shares

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

Aug 08, 2025
SELL
$24.54 - $25.07 $7,631 - $7,796
-311 Reduced 0.07%
450,255 $11.3 Billion
Q1 2025

May 07, 2025
BUY
$24.05 - $24.86 $10.8 Million - $11.2 Million
450,566 New
450,566 $11.2 Billion

Others Institutions Holding SCHR

# of Institutions
502
Shares Held
376M
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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