Sonoma Private Wealth LLC Schwab Intermediate Term Us Tr Transaction History

Sonoma Private Wealth LLC

  • $83.7 Billion
  • Q3 2025

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 63,644 shares of SCHR stock, worth $1.6 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
63,644
Previous 65,626 3.02%
Holding current value
$1.6 Million
Previous $1.64 Billion 2.63%
% of portfolio
1.91%
Previous 2.01%

Shares

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

Nov 14, 2025
SELL
$24.69 - $25.26 $48,935 - $50,065
-1,982 Reduced 3.02%
63,644 $1.6 Billion
Q2 2025

Aug 13, 2025
SELL
$24.54 - $25.07 $22,086 - $22,563
-900 Reduced 1.35%
65,626 $1.64 Billion
Q1 2025

May 15, 2025
SELL
$24.05 - $24.86 $5,627 - $5,817
-234 Reduced 0.35%
66,526 $1.65 Billion
Q4 2024

Feb 06, 2025
BUY
$24.19 - $50.58 $1.35 Million - $2.83 Million
55,981 Added 519.35%
66,760 $1.62 Billion
Q3 2024

Oct 17, 2024
BUY
$48.4 - $50.91 $65,582 - $68,983
1,355 Added 14.38%
10,779 $545 Million
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $67,707 - $69,335
1,415 Added 17.67%
9,424 $460 Million
Q1 2024

May 09, 2024
BUY
$48.64 - $49.88 $148,060 - $151,834
3,044 Added 61.31%
8,009 $393 Million
Q4 2023

Feb 12, 2024
BUY
$47.09 - $49.87 $233,801 - $247,604
4,965 New
4,965 $247 Million
Q1 2023

May 10, 2023
BUY
$48.55 - $50.78 $196,433 - $205,455
4,046 New
4,046 $204 Million

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
Track This Portfolio

Track Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth LLC 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 Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email