L.K. Benson & Company, P.C. Schwab Intermediate Term Us Tr Transaction History

L.K. Benson & Company, P.C.

  • $186 Billion
  • Q3 2025

A detailed history of L.K. Benson & Company, P.C. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 158,267 shares of SCHR stock, worth $3.97 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
158,267
Previous 124,441 27.18%
Holding current value
$3.97 Million
Previous $3.11 Billion 27.69%
% of portfolio
2.14%
Previous 1.91%

Shares

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

Nov 04, 2025
BUY
$24.69 - $25.26 $835,163 - $854,444
33,826 Added 27.18%
158,267 $3.98 Billion
Q2 2025

Jul 23, 2025
BUY
$24.54 - $25.07 $645,549 - $659,491
26,306 Added 26.81%
124,441 $3.11 Billion
Q1 2025

Apr 24, 2025
BUY
$24.05 - $24.86 $901,081 - $931,429
37,467 Added 61.76%
98,135 $2.44 Billion
Q4 2024

Feb 10, 2025
BUY
$24.19 - $50.58 $1.47 Million - $3.07 Million
60,668 New
60,668 $1.47 Billion

Others Institutions Holding SCHR

# of Institutions
517
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 L.K. Benson & Company, P.C. Portfolio

Follow L.K. Benson & Company, P.C. 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 L.K. Benson & Company, P.C., based on Form 13F filings with the SEC.

News

Stay updated on L.K. Benson & Company, P.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email