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 $3.11 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

124,441

Previous 98,135 26.81%

Holding current value

$3.11 Million

Previous $2.44 Billion 27.67%

% of portfolio

1.91%

Previous 1.69%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

489

Shares Held

364M

Call Options Held

900

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