Stephens Group Asset Management, LLC Schwab Intermediate Term Us Tr Transaction History

Stephens Group Asset Management, LLC

  • $1.39 Billion
  • Q2 2025

A detailed history of Stephens Group Asset Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Stephens Group Asset Management, LLC holds 13,184 shares of SCHR stock, worth $327,490. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,184
Previous 13,070 0.87%
Holding current value
$327,490
Previous $324,000 1.54%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$24.54 - $25.07 $2,797 - $2,857
114 Added 0.87%
13,184 $329,000
Q1 2025

Apr 15, 2025
SELL
$24.05 - $24.86 $2.09 Million - $2.16 Million
-87,035 Reduced 86.94%
13,070 $324,000
Q4 2024

Jan 14, 2025
BUY
$24.19 - $50.58 $2.2 Million - $4.6 Million
90,944 Added 992.73%
100,105 $2.43 Million
Q3 2024

Oct 09, 2024
BUY
$48.4 - $50.91 $443,392 - $466,386
9,161 New
9,161 $463,000
Q4 2018

Jan 24, 2019
SELL
N/A
-215 Closed
0 $0
Q3 2018

Oct 04, 2018
BUY
N/A
215 New
215 $11,000

Others Institutions Holding SCHR

# of Institutions
485
Shares Held
363M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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