Keyvantage Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Keyvantage Wealth, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Keyvantage Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 471,807 shares of SCHR stock, worth $11.8 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
471,807
Previous 450,255 4.79%
Holding current value
$11.8 Million
Previous $11.3 Billion 5.21%
% of portfolio
4.97%
Previous 5.06%

Shares

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

Nov 07, 2025
BUY
$24.69 - $25.26 $532,118 - $544,403
21,552 Added 4.79%
471,807 $11.9 Billion
Q2 2025

Aug 08, 2025
SELL
$24.54 - $25.07 $7,631 - $7,796
-311 Reduced 0.07%
450,255 $11.3 Billion
Q1 2025

May 07, 2025
BUY
$24.05 - $24.86 $10.8 Million - $11.2 Million
450,566 New
450,566 $11.2 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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