Trust Point Inc. Schwab Intermediate Term Us Tr Transaction History

Trust Point Inc.

$1.1 Trillion
Q1 2025

A detailed history of Trust Point Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Trust Point Inc. holds 16,215 shares of SCHR stock, worth $402,132. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,215

Previous 17,510 7.4%

Holding current value

$402,132

Previous $425 Million 5.22%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$24.05 - $24.86 $31,144 - $32,193	-1,295 Reduced 7.4%	16,215 $403 Million
Q4 2024 Jan 24, 2025	SELL	$24.19 - $50.58 $64,248 - $134,340	-2,656 Reduced 13.17%	17,510 $425 Million
Q3 2024 Oct 17, 2024	SELL	$48.4 - $50.91 $239,870 - $252,309	-4,956 Reduced 19.73%	20,166 $1.02 Billion
Q2 2024 Jul 24, 2024	SELL	$47.85 - $49.0 $16,843 - $17,248	-352 Reduced 1.38%	25,122 $1.23 Billion
Q1 2024 Apr 19, 2024	SELL	$48.64 - $49.88 $458,529 - $470,218	-9,427 Reduced 27.01%	25,474 $1.25 Billion
Q4 2023 Jan 23, 2024	BUY	$47.09 - $49.87 $1.64 Million - $1.74 Million	34,901 New	34,901 $1.74 Billion

Others Institutions Holding SCHR

# of Institutions

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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