A detailed history of Xy Planning Network, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Xy Planning Network, Inc. holds 15,867 shares of SCHR stock, worth $400,324. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,867
Previous 10,368 53.04%
Holding current value
$400,324
Previous $258 Million 54.08%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Jul 16, 2025

BUY
$24.54 - $25.07 $134,945 - $137,859
5,499 Added 53.04%
15,867 $397 Million
Q1 2025

Apr 21, 2025

BUY
$24.05 - $24.86 $249,350 - $257,748
10,368 New
10,368 $258 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Xy Planning Network, Inc. Portfolio

Follow Xy Planning Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xy Planning Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Xy Planning Network, Inc. with notifications on news.