Capital Analysts, LLC Schwab Intermediate Term Us Tr Transaction History

Capital Analysts, LLC

$3.43 Billion
Q3 2025

A detailed history of Capital Analysts, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 16,636 shares of SCHR stock, worth $417,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,636

Previous 12,881 29.15%

Holding current value

$417,729

Previous $322,000 29.81%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.69 - $25.26 $92,710 - $94,851	3,755 Added 29.15%	16,636 $418,000
Q2 2025 Aug 13, 2025	SELL	$24.54 - $25.07 $1,619 - $1,654	-66 Reduced 0.51%	12,881 $322,000
Q1 2025 May 14, 2025	BUY	$24.05 - $24.86 $88,624 - $91,609	3,685 Added 39.79%	12,947 $322,000
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $146,228 - $305,756	6,045 Added 187.91%	9,262 $225,000
Q3 2024 Nov 13, 2024	SELL	$48.4 - $50.91 $50,868 - $53,506	-1,051 Reduced 24.63%	3,217 $163,000

Q2 2024 Aug 14, 2024	BUY	$47.85 - $49.0 $204,223 - $209,132	4,268 New	4,268 $208,000
Q1 2021 May 17, 2021	SELL	$56.41 - $58.25 $789 - $815	-14 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$57.98 - $58.64 $811 - $820	14 New	14 $1,000

Others Institutions Holding SCHR

# of Institutions

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Capital Analysts, LLC Schwab Intermediate Term Us Tr Transaction History