Worth Pointe, LLC Schwab Intermediate Term Us Tr Transaction History

Worth Pointe, LLC

$259 Million
Q3 2025

A detailed history of Worth Pointe, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Worth Pointe, LLC holds 46,212 shares of SCHR stock, worth $1.17 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

46,212

Holding current value

$1.17 Million

% of portfolio

0.45%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 17, 2025	BUY	$24.69 - $25.26 $1.14 Million - $1.17 Million	46,212 New	46,212 $1.16 Million

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

375M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

222M
Shares

$5.59 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

22.3M
Shares

$564 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$309 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.01M
Shares

$202 Million
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$118 Million
0.01% of portfolio

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
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