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

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

  • $163 Billion
  • Q2 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 124,441 shares of SCHR stock, worth $3.12 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
124,441
Previous 98,135 26.81%
Holding current value
$3.12 Million
Previous $2.44 Billion 27.67%
% of portfolio
1.91%
Previous 1.69%

Shares

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

Jul 23, 2025
BUY
$24.54 - $25.07 $645,549 - $659,491
26,306 Added 26.81%
124,441 $3.11 Billion
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
496
Shares Held
371M
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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