Phil A. Younker & Associates, Ltd. Schwab Intermediate Term Us Tr Transaction History

Phil A. Younker & Associates, Ltd.

  • $102 Billion
  • Q1 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 35,202 shares of SCHR stock, worth $873,361. This represents 0.86% of its overall portfolio holdings.

Number of Shares
35,202
Previous 39,686 11.3%
Holding current value
$873,361
Previous $964 Million 9.22%
% of portfolio
0.86%
Previous 0.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$24.05 - $24.86 $107,840 - $111,472
-4,484 Reduced 11.3%
35,202 $875 Million
Q4 2024

Apr 07, 2025
BUY
$24.19 - $50.58 $960,004 - $2.01 Million
39,686 New
39,686 $964 Million

Others Institutions Holding SCHR

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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