L.K. Benson & Company, P.C. Schwab Intermediate Term Us Tr Transaction History

L.K. Benson & Company, P.C.

$144 Billion
Q1 2025

A detailed history of L.K. Benson & Company, P.C. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 98,135 shares of SCHR stock, worth $2.46 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

98,135

Previous 60,668 61.76%

Holding current value

$2.46 Million

Previous $1.47 Billion 65.55%

% of portfolio

1.69%

Previous 1.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$24.05 - $24.86 $901,081 - $931,429	37,467 Added 61.76%	98,135 $2.44 Billion
Q4 2024 Feb 10, 2025	BUY	$24.19 - $50.58 $1.47 Million - $3.07 Million	60,668 New	60,668 $1.47 Billion

Others Institutions Holding SCHR

# of Institutions

457

Shares Held

357M

Call Options Held

2.7K

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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L.K. Benson & Company, P.C. Schwab Intermediate Term Us Tr Transaction History