Steward Partners Investment Advisory, LLC Schwab Intermediate Term Us Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,488 shares of SCHR stock, worth $111,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,488
Previous 8,489 47.13%
Holding current value
$111,930
Previous $211,000 46.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
$24.54 - $25.07 $98,184 - $100,305
-4,001 Reduced 47.13%
4,488 $112,000
Q1 2025

May 13, 2025
BUY
$24.05 - $24.86 $71,789 - $74,207
2,985 Added 54.23%
8,489 $211,000
Q4 2024

Feb 06, 2025
BUY
$24.19 - $50.58 $131,738 - $275,458
5,446 Added 9389.66%
5,504 $133,000
Q3 2024

Nov 14, 2024
SELL
$48.4 - $50.91 $2,516 - $2,647
-52 Reduced 47.27%
58 $2,000
Q2 2024

Aug 08, 2024
SELL
$47.85 - $49.0 $1,387 - $1,421
-29 Reduced 20.86%
110 $5,000
Q1 2024

May 15, 2024
BUY
$48.64 - $49.88 $2,140 - $2,194
44 Added 46.32%
139 $6,000
Q4 2023

Feb 12, 2024
SELL
$47.09 - $49.87 $847 - $897
-18 Reduced 15.93%
95 $4,000
Q3 2023

Nov 13, 2023
SELL
$47.78 - $49.59 $95 - $99
-2 Reduced 1.74%
113 $5,000
Q2 2023

Aug 14, 2023
SELL
$49.25 - $50.96 $9,012 - $9,325
-183 Reduced 61.41%
115 $5,000
Q1 2023

May 15, 2023
SELL
$48.55 - $50.78 $97 - $101
-2 Reduced 0.67%
298 $15,000
Q4 2022

Feb 15, 2023
BUY
$48.12 - $50.24 $4,956 - $5,174
103 Added 52.28%
300 $14,000
Q3 2022

Nov 10, 2022
SELL
$48.68 - $52.54 $7,691 - $8,301
-158 Reduced 44.51%
197 $10,000
Q2 2022

Aug 04, 2022
BUY
$50.08 - $52.78 $9,515 - $10,028
190 Added 115.15%
355 $18,000
Q1 2022

May 02, 2022
BUY
$52.72 - $55.84 $1,107 - $1,172
21 Added 14.58%
165 $9,000
Q2 2021

Aug 13, 2021
SELL
$56.38 - $57.16 $88,009 - $89,226
-1,561 Reduced 91.55%
144 $8,000
Q1 2021

May 14, 2021
BUY
$56.41 - $58.25 $96,179 - $99,316
1,705 New
1,705 $0
Q1 2020

Apr 29, 2020
SELL
$55.04 - $58.78 $440 - $470
-8 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
N/A
8 New
8 $0

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
369M
Call Options Held
900
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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