Stratos Wealth Partners, Ltd. Schwab Intermediate Term Us Tr Transaction History

Stratos Wealth Partners, Ltd.

  • $7.06 Billion
  • Q2 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 113,310 shares of SCHR stock, worth $2.86 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
113,310
Previous 90,233 25.57%
Holding current value
$2.86 Million
Previous $2.24 Million 26.44%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 29, 2025
BUY
$24.54 - $25.07 $566,309 - $578,540
23,077 Added 25.57%
113,310 $2.84 Million
Q1 2025

Apr 30, 2025
BUY
$24.05 - $24.86 $133,742 - $138,246
5,561 Added 6.57%
90,233 $2.24 Million
Q4 2024

Jan 27, 2025
BUY
$24.19 - $50.58 $1.19 Million - $2.49 Million
49,155 Added 138.4%
84,672 $2.06 Million
Q3 2024

Oct 17, 2024
BUY
$48.4 - $50.91 $223,414 - $235,000
4,616 Added 14.94%
35,517 $1.8 Million
Q2 2024

Jul 24, 2024
BUY
$47.85 - $49.0 $90,532 - $92,708
1,892 Added 6.52%
30,901 $1.51 Million
Q1 2024

Apr 16, 2024
SELL
$48.64 - $49.88 $21,839 - $22,396
-449 Reduced 1.52%
29,009 $1.42 Million
Q4 2023

Jan 24, 2024
BUY
$47.09 - $49.87 $222,264 - $235,386
4,720 Added 19.08%
29,458 $1.46 Million
Q3 2023

Oct 24, 2023
BUY
$47.78 - $49.59 $15,241 - $15,819
319 Added 1.31%
24,738 $1.19 Million
Q2 2023

Jul 18, 2023
BUY
$49.25 - $50.96 $211,085 - $218,414
4,286 Added 21.29%
24,419 $1.2 Million
Q1 2023

Apr 27, 2023
BUY
$48.55 - $50.78 $977,457 - $1.02 Million
20,133 New
20,133 $1.02 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-43 Closed
0 $0
Q1 2018

May 10, 2018
BUY
N/A
43 New
43 $2,000

Others Institutions Holding SCHR

# of Institutions
499
Shares Held
376M
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 Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. 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 Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email