Financial & Tax Architects, LLC Schwab Intermediate Term Us Tr Transaction History

Financial & Tax Architects, LLC

$445 Billion
Q4 2025

A detailed history of Financial & Tax Architects, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 137,820 shares of SCHR stock, worth $3.46 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

137,820

Previous 121,792 13.16%

Holding current value

$3.46 Million

Previous $3.06 Billion 12.93%

% of portfolio

0.78%

Previous 0.68%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.03 - $25.34 $401,180 - $406,149	16,028 Added 13.16%	137,820 $3.46 Billion
Q3 2025 Nov 05, 2025	BUY	$24.69 - $25.26 $239,493 - $245,022	9,700 Added 8.65%	121,792 $3.06 Billion
Q2 2025 Aug 13, 2025	BUY	$24.54 - $25.07 $403,363 - $412,075	16,437 Added 17.18%	112,092 $2.81 Billion
Q1 2025 May 06, 2025	SELL	$24.05 - $24.86 $132,371 - $136,829	-5,504 Reduced 5.44%	95,655 $2.38 Billion
Q4 2024 Jan 15, 2025	BUY	$24.19 - $50.58 $1.36 Million - $2.84 Million	56,104 Added 124.52%	101,159 $2.46 Billion

Q3 2024 Nov 13, 2024	BUY	$48.4 - $50.91 $9,389 - $9,876	194 Added 0.43%	45,055 $2.28 Billion
Q2 2024 Aug 09, 2024	BUY	$47.85 - $49.0 $19,953 - $20,433	417 Added 0.94%	44,861 $2.19 Billion
Q1 2024 May 08, 2024	BUY	$48.64 - $49.88 $2.16 Million - $2.22 Million	44,444 New	44,444 $2.18 Billion
Q2 2023 Jul 25, 2023	BUY	$49.25 - $50.96 $2.81 Million - $2.91 Million	57,072 New	57,072 $2.81 Billion
Q4 2021 Aug 25, 2023	SELL	$55.82 - $56.81 $182,754 - $185,995	-3,274 Reduced 10.42%	28,138 $1.58 Billion
Q3 2021 Aug 25, 2023	SELL	$56.59 - $57.62 $1.45 Million - $1.48 Million	-25,660 Reduced 44.96%	31,412 $1.78 Billion

Others Institutions Holding SCHR

# of Institutions

518

Shares Held

389M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Financial & Tax Architects, LLC Schwab Intermediate Term Us Tr Transaction History