Summit Wealth Group LLC / CO Schwab Intermediate Term Us Tr Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 8,288 shares of SCHR stock, worth $209,106. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,288
Holding current value
$209,106
% of portfolio
0.05%

Shares

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

Aug 13, 2025
BUY
$24.54 - $25.07 $203,387 - $207,780
8,288 New
8,288 $207 Million

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
375M
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
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