Beverly Hills Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 50,323 shares of SCHR stock, worth $1.26 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
50,323
Previous 60,253 16.48%
Holding current value
$1.26 Million
Previous $1.51 Billion 16.15%
% of portfolio
0.22%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$24.69 - $25.26 $245,171 - $250,831
-9,930 Reduced 16.48%
50,323 $1.26 Billion
Q2 2025

Jul 29, 2025
BUY
$24.54 - $25.07 $366,578 - $374,495
14,938 Added 32.96%
60,253 $1.51 Billion
Q1 2025

Apr 29, 2025
SELL
$24.05 - $24.86 $1,418 - $1,466
-59 Reduced 0.13%
45,315 $1.13 Billion
Q4 2024

Feb 13, 2025
BUY
$24.19 - $50.58 $1.1 Million - $2.3 Million
45,374 New
45,374 $1.1 Billion

Others Institutions Holding SCHR

# of Institutions
515
Shares Held
385M
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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