Smartleaf Asset Management LLC Schwab Intermediate Term Us Tr Transaction History

Smartleaf Asset Management LLC

  • $1.62 Trillion
  • Q3 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 5,704 shares of SCHR stock, worth $143,227. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,704
Previous 4,780 19.33%
Holding current value
$143,227
Previous $119 Million 19.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2025
BUY
$24.69 - $25.26 $22,813 - $23,340
924 Added 19.33%
5,704 $143 Million
Q2 2025

Aug 14, 2025
SELL
$24.54 - $25.07 $80,221 - $81,953
-3,269 Reduced 40.61%
4,780 $119 Million
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
516
Shares Held
386M
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 Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management LLC 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 Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email