Walkner Condon Financial Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Walkner Condon Financial Advisors LLC

  • $529 Million
  • Q2 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 425,395 shares of SCHR stock, worth $10.6 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
425,395
Previous 397,262 7.08%
Holding current value
$10.6 Million
Previous $9.88 Million 7.82%
% of portfolio
2.01%
Previous 2.05%

Shares

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

Aug 06, 2025
BUY
$24.54 - $25.07 $690,383 - $705,294
28,133 Added 7.08%
425,395 $10.6 Million
Q1 2025

Apr 22, 2025
BUY
$24.05 - $24.86 $776,790 - $802,953
32,299 Added 8.85%
397,262 $9.88 Million
Q4 2024

Jan 29, 2025
BUY
$24.19 - $50.58 $6.2 Million - $13 Million
256,503 Added 236.5%
364,963 $8.86 Million
Q3 2024

Oct 31, 2024
BUY
$48.4 - $50.91 $563,037 - $592,236
11,633 Added 12.01%
108,460 $5.49 Million
Q2 2024

Jul 26, 2024
BUY
$47.85 - $49.0 $537,211 - $550,123
11,227 Added 13.12%
96,827 $4.72 Million
Q1 2024

Apr 22, 2024
BUY
$48.64 - $49.88 $647,203 - $663,703
13,306 Added 18.41%
85,600 $4.2 Million
Q4 2023

Jan 23, 2024
BUY
$47.09 - $49.87 $668,866 - $708,353
14,204 Added 24.45%
72,294 $3.59 Million
Q3 2023

Oct 19, 2023
BUY
$47.78 - $49.59 $991,578 - $1.03 Million
20,753 Added 55.58%
58,090 $2.78 Million
Q2 2023

Jul 21, 2023
BUY
$49.25 - $50.96 $151,296 - $156,549
3,072 Added 8.97%
37,337 $1.84 Million
Q1 2023

Apr 20, 2023
BUY
$48.55 - $50.78 $8,107 - $8,480
167 Added 0.49%
34,265 $1.73 Million
Q4 2022

Jan 25, 2023
SELL
$48.12 - $50.24 $1.01 Million - $1.06 Million
-21,029 Reduced 38.15%
34,098 $0
Q3 2022

Oct 28, 2022
SELL
$48.68 - $52.54 $27,747 - $29,947
-570 Reduced 1.02%
55,127 $2.71 Million
Q2 2022

Aug 04, 2022
BUY
$50.08 - $52.78 $12,219 - $12,878
244 Added 0.44%
55,697 $2.87 Million
Q1 2022

May 03, 2022
SELL
$52.72 - $55.84 $1.15 Million - $1.22 Million
-21,797 Reduced 28.22%
55,453 $2.95 Billion
Q4 2021

Feb 11, 2022
BUY
$55.82 - $56.81 $59,336 - $60,389
1,063 Added 1.4%
77,250 $0
Q3 2021

Nov 04, 2021
BUY
$56.59 - $57.62 $206,044 - $209,794
3,641 Added 5.02%
76,187 $4.32 Million
Q2 2021

Aug 10, 2021
BUY
$56.38 - $57.16 $750,643 - $761,028
13,314 Added 22.48%
72,546 $4.13 Million
Q1 2021

Apr 13, 2021
BUY
$56.41 - $58.25 $303,429 - $313,326
5,379 Added 9.99%
59,232 $3.34 Million
Q4 2020

Jan 12, 2021
BUY
$57.98 - $58.64 $1.18 Million - $1.19 Million
20,325 Added 60.62%
53,853 $3.14 Million
Q3 2020

Nov 10, 2020
BUY
$58.56 - $58.96 $1.96 Million - $1.98 Million
33,528 New
33,528 $1.97 Million

Others Institutions Holding SCHR

# of Institutions
494
Shares Held
367M
Call Options Held
900
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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