Smartleaf Asset Management LLC Schwab Intermediate Term Us Tr Transaction History

Smartleaf Asset Management LLC

$1.04 Trillion
Q1 2025

A detailed history of Smartleaf Asset Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 8,049 shares of SCHR stock, worth $199,695. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,049

Previous 4,854 65.82%

Holding current value

$199,695

Previous $118 Million 69.23%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$24.05 - $24.86 $76,839 - $79,427	3,195 Added 65.82%	8,049 $200 Million
Q4 2024 Feb 05, 2025	BUY	$24.19 - $50.58 $58,660 - $122,656	2,425 Added 99.84%	4,854 $118 Million
Q3 2024 Nov 13, 2024	BUY	$48.4 - $50.91 $6,098 - $6,414	126 Added 5.47%	2,429 $123 Million
Q2 2024 Aug 13, 2024	BUY	$47.85 - $49.0 $30,576 - $31,311	639 Added 38.4%	2,303 $113 Million
Q1 2024 Oct 07, 2024	SELL	$48.64 - $49.88 $31,080 - $31,873	-639 Reduced 27.75%	1,664 $81.7 Million
Q1 2024 May 02, 2024	BUY	$48.64 - $49.88 $46,888 - $48,084	964 Added 137.71%	1,664 $82.8 Million
Q4 2023 Feb 12, 2024	BUY	$47.09 - $49.87 $32,963 - $34,909	700 New	700 $34.8 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

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Smartleaf Asset Management LLC Schwab Intermediate Term Us Tr Transaction History