Successful Portfolios LLC Schwab Intermediate Term Us Tr Transaction History

Successful Portfolios LLC

$162 Million
Q2 2025

A detailed history of Successful Portfolios LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Successful Portfolios LLC holds 61,151 shares of SCHR stock, worth $1.53 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

61,151

Previous 59,737 2.37%

Holding current value

$1.53 Million

Previous $1.48 Million 3.24%

% of portfolio

0.95%

Previous 1.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$24.54 - $25.07 $34,699 - $35,448	1,414 Added 2.37%	61,151 $1.53 Million
Q1 2025 Apr 11, 2025	BUY	$24.05 - $24.86 $7,118 - $7,358	296 Added 0.5%	59,737 $1.48 Million
Q4 2024 Jan 16, 2025	BUY	$24.19 - $50.58 $754,292 - $1.58 Million	31,182 Added 110.34%	59,441 $1.44 Million
Q3 2024 Oct 09, 2024	BUY	$48.4 - $50.91 $119,886 - $126,104	2,477 Added 9.61%	28,259 $1.43 Million
Q2 2024 Jul 12, 2024	SELL	$47.85 - $49.0 $5,215 - $5,341	-109 Reduced 0.42%	25,782 $1.26 Million
Q1 2024 Apr 17, 2024	BUY	$48.64 - $49.88 $92,999 - $95,370	1,912 Added 7.97%	25,891 $1.27 Million
Q4 2023 Jan 18, 2024	BUY	$47.09 - $49.87 $189,490 - $200,676	4,024 Added 20.17%	23,979 $1.19 Million
Q3 2023 Oct 10, 2023	SELL	$47.78 - $49.59 $2,341 - $2,429	-49 Reduced 0.24%	19,955 $956,000
Q2 2023 Jul 20, 2023	SELL	$49.25 - $50.96 $243,048 - $251,487	-4,935 Reduced 19.79%	20,004 $985,000
Q1 2023 Apr 21, 2023	SELL	$48.55 - $50.78 $34,810 - $36,409	-717 Reduced 2.79%	24,939 $1.26 Million
Q4 2022 Jan 27, 2023	BUY	$48.12 - $50.24 $303,204 - $316,562	6,301 Added 32.55%	25,656 $0
Q3 2022 Oct 12, 2022	BUY	$48.68 - $52.54 $53,353 - $57,583	1,096 Added 6.0%	19,355 $951,000
Q2 2022 Jul 22, 2022	SELL	$50.08 - $52.78 $90,043 - $94,898	-1,798 Reduced 8.96%	18,259 $942,000
Q1 2022 Apr 21, 2022	SELL	$52.72 - $55.84 $13,390 - $14,183	-254 Reduced 1.25%	20,057 $1.07 Million
Q4 2021 Jan 26, 2022	SELL	$55.82 - $56.81 $81,441 - $82,885	-1,459 Reduced 6.7%	20,311 $1.14 Million
Q3 2021 Oct 14, 2021	SELL	$56.59 - $57.62 $23,994 - $24,430	-424 Reduced 1.91%	21,770 $1.24 Million
Q2 2021 Jul 23, 2021	SELL	$56.38 - $57.16 $1,747 - $1,771	-31 Reduced 0.14%	22,194 $1.26 Million
Q1 2021 Apr 20, 2021	BUY	$56.41 - $58.25 $35,087 - $36,231	622 Added 2.88%	22,225 $1.25 Million
Q4 2020 Feb 02, 2021	BUY	$57.98 - $58.64 $18,611 - $18,823	321 Added 1.51%	21,603 $1.26 Million
Q3 2020 Oct 13, 2020	BUY	$58.56 - $58.96 $25,356 - $25,529	433 Added 2.08%	21,282 $1.25 Million
Q2 2020 Jul 13, 2020	SELL	$58.18 - $58.86 $124,097 - $125,548	-2,133 Reduced 9.28%	20,849 $1.23 Million
Q1 2020 Apr 23, 2020	SELL	$55.04 - $58.78 $747,553 - $798,349	-13,582 Reduced 37.15%	22,982 $1.35 Million
Q4 2019 Jan 23, 2020	SELL	$54.79 - $56.05 $124,373 - $127,233	-2,270 Reduced 5.85%	36,564 $2.01 Million
Q3 2019 Oct 11, 2019	BUY	$54.92 - $55.68 $854,829 - $866,659	15,565 Added 66.89%	38,834 $2.16 Million
Q2 2019 Jul 11, 2019	BUY	N/A	3,307 Added 16.57%	23,269 $1.28 Million
Q1 2019 Apr 22, 2019	BUY	N/A	2,953 Added 17.36%	19,962 $1.07 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-6,073 Reduced 26.31%	17,009 $901,000
Q3 2018 Oct 15, 2018	BUY	N/A	1,208 Added 5.52%	23,082 $1.2 Million
Q2 2018 Jul 24, 2018	BUY	N/A	3,437 Added 18.64%	21,874 $1.15 Million
Q1 2018 May 08, 2018	BUY	N/A	1,406 Added 8.26%	18,437 $970,000
Q4 2017 Feb 09, 2018	BUY	N/A	17,031	17,031 $908,000

Others Institutions Holding SCHR

# of Institutions

497

Shares Held

369M

Call Options Held

900

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Successful Portfolios LLC Schwab Intermediate Term Us Tr Transaction History