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

Phil A. Younker & Associates, Ltd.

  • $131 Billion
  • Q3 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 27,789 shares of SCHR stock, worth $697,781. This represents 0.53% of its overall portfolio holdings.

Number of Shares
27,789
Previous 35,202 21.06%
Holding current value
$697,781
Previous $881 Million 20.74%
% of portfolio
0.53%
Previous 0.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$24.69 - $25.26 $183,026 - $187,252
-7,413 Reduced 21.06%
27,789 $698 Million
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
517
Shares Held
385M
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
Track This Portfolio

Track Phil A. Younker & Associates, Ltd. Portfolio

Follow Phil A. Younker & Associates, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phil A. Younker & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Phil A. Younker & Associates, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email