Lpl Financial LLC Schwab Intermediate Term Us Tr Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lpl Financial LLC holds 1,012,884 shares of SCHR stock, worth $25.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,012,884
Previous 917,767 10.36%
Holding current value
$25.3 Million
Previous $22.8 Million 11.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2025
BUY
$24.54 - $25.07 $2.33 Million - $2.38 Million
95,117 Added 10.36%
1,012,884 $25.4 Million
Q1 2025

May 07, 2025
SELL
$24.05 - $24.86 $1.92 Million - $1.98 Million
-79,712 Reduced 7.99%
917,767 $22.8 Million
Q4 2024

Feb 11, 2025
BUY
$24.19 - $50.58 $14 Million - $29.2 Million
576,956 Added 137.2%
997,479 $24.2 Million
Q3 2024

Nov 08, 2024
BUY
$48.4 - $50.91 $3.36 Million - $3.53 Million
69,374 Added 19.76%
420,523 $21.3 Million
Q2 2024

Aug 07, 2024
BUY
$47.85 - $49.0 $265,950 - $272,342
5,558 Added 1.61%
351,149 $17.1 Million
Q1 2024

May 10, 2024
BUY
$48.64 - $49.88 $2.59 Million - $2.65 Million
53,205 Added 18.2%
345,591 $17 Million
Q4 2023

Feb 14, 2024
SELL
$47.09 - $49.87 $1.8 Million - $1.91 Million
-38,216 Reduced 11.56%
292,386 $14.5 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $587,072 - $609,312
12,287 Added 3.86%
330,602 $15.8 Million
Q2 2023

Jul 31, 2023
BUY
$49.25 - $50.96 $592,822 - $613,405
12,037 Added 3.93%
318,315 $15.7 Million
Q1 2023

May 10, 2023
SELL
$48.55 - $50.78 $468 Million - $490 Million
-9,642,537 Reduced 96.92%
306,278 $15.4 Million
Q4 2022

Feb 07, 2023
BUY
$48.12 - $50.24 $1.47 Million - $1.53 Million
30,513 Added 0.31%
9,948,815 $490 Million
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $477 Million - $515 Million
9,805,490 Added 8691.89%
9,918,302 $487 Million
Q2 2022

Aug 12, 2022
BUY
$50.08 - $52.78 $157,551 - $166,045
3,146 Added 2.87%
112,812 $5.82 Million
Q1 2022

May 16, 2022
BUY
$52.72 - $55.84 $453,128 - $479,944
8,595 Added 8.5%
109,666 $5.84 Million
Q4 2021

Feb 14, 2022
BUY
$55.82 - $56.81 $875,704 - $891,235
15,688 Added 18.37%
101,071 $5.67 Million
Q3 2021

Nov 15, 2021
BUY
$56.59 - $57.62 $677,495 - $689,826
11,972 Added 16.31%
85,383 $4.84 Million
Q2 2021

Aug 13, 2021
BUY
$56.38 - $57.16 $335,009 - $339,644
5,942 Added 8.81%
73,411 $4.18 Million
Q1 2021

May 14, 2021
BUY
$56.41 - $58.25 $748,560 - $772,977
13,270 Added 24.48%
67,469 $3.81 Million
Q4 2020

Feb 12, 2021
BUY
$57.98 - $58.64 $545,939 - $552,154
9,416 Added 21.03%
54,199 $3.16 Million
Q3 2020

Nov 09, 2020
BUY
$58.56 - $58.96 $292,624 - $294,623
4,997 Added 12.56%
44,783 $2.63 Million
Q2 2020

Aug 13, 2020
SELL
$58.18 - $58.86 $1.69 Million - $1.71 Million
-28,990 Reduced 42.15%
39,786 $2.34 Million
Q1 2020

May 14, 2020
BUY
$55.04 - $58.78 $1.68 Million - $1.79 Million
30,504 Added 79.7%
68,776 $4.04 Million
Q4 2019

Feb 14, 2020
BUY
$54.79 - $56.05 $280,360 - $286,807
5,117 Added 15.43%
38,272 $2.1 Million
Q3 2019

Nov 13, 2019
BUY
$54.92 - $55.68 $361,867 - $366,875
6,589 Added 24.8%
33,155 $1.84 Million
Q2 2019

Aug 09, 2019
BUY
N/A
2,617 Added 10.93%
26,566 $1.46 Million
Q1 2019

May 08, 2019
SELL
N/A
-107 Reduced 0.44%
23,949 $1.29 Million
Q4 2018

Feb 07, 2019
BUY
N/A
11,151 Added 86.41%
24,056 $1.27 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-2,281 Reduced 15.02%
12,905 $668,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,179 Reduced 12.55%
15,186 $795,000
Q1 2018

May 15, 2018
BUY
N/A
1,226 Added 7.6%
17,365 $913,000
Q4 2017

Feb 14, 2018
BUY
N/A
415 Added 2.64%
16,139 $861,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,508 Added 28.72%
15,724 $848,000
Q2 2017

Aug 14, 2017
BUY
N/A
12,216
12,216 $659,000

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
369M
Call Options Held
900
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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