Sonoma Private Wealth LLC Schwab Intermediate Term Us Tr Transaction History

Sonoma Private Wealth LLC

$81.6 Billion
Q2 2025

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 65,626 shares of SCHR stock, worth $1.66 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

65,626

Previous 66,526 1.35%

Holding current value

$1.66 Million

Previous $1.65 Billion 0.68%

% of portfolio

2.01%

Previous 2.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$24.54 - $25.07 $22,086 - $22,563	-900 Reduced 1.35%	65,626 $1.64 Billion
Q1 2025 May 15, 2025	SELL	$24.05 - $24.86 $5,627 - $5,817	-234 Reduced 0.35%	66,526 $1.65 Billion
Q4 2024 Feb 06, 2025	BUY	$24.19 - $50.58 $1.35 Million - $2.83 Million	55,981 Added 519.35%	66,760 $1.62 Billion
Q3 2024 Oct 17, 2024	BUY	$48.4 - $50.91 $65,582 - $68,983	1,355 Added 14.38%	10,779 $545 Million
Q2 2024 Aug 14, 2024	BUY	$47.85 - $49.0 $67,707 - $69,335	1,415 Added 17.67%	9,424 $460 Million
Q1 2024 May 09, 2024	BUY	$48.64 - $49.88 $148,060 - $151,834	3,044 Added 61.31%	8,009 $393 Million
Q4 2023 Feb 12, 2024	BUY	$47.09 - $49.87 $233,801 - $247,604	4,965 New	4,965 $247 Million
Q1 2023 May 10, 2023	BUY	$48.55 - $50.78 $196,433 - $205,455	4,046 New	4,046 $204 Million

Others Institutions Holding SCHR

# of Institutions

494

Shares Held

373M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Sonoma Private Wealth LLC Schwab Intermediate Term Us Tr Transaction History