A detailed history of M. Kulyk & Associates, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, M. Kulyk & Associates, LLC holds 21,700 shares of SCHR stock, worth $544,887. This represents 0.11% of its overall portfolio holdings.

Number of Shares
21,700
Previous 10,151 113.77%
Holding current value
$544,887
Previous $255,000 113.33%
% of portfolio
0.11%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
$25.03 - $25.34 $289,071 - $292,651
11,549 Added 113.77%
21,700 $544,000
Q3 2025

Nov 10, 2025

SELL
$24.69 - $25.26 $43,800 - $44,811
-1,774 Reduced 14.88%
10,151 $255,000
Q2 2025

Aug 07, 2025

BUY
$24.54 - $25.07 $292,639 - $298,959
11,925 New
11,925 $298,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track M. Kulyk & Associates, LLC Portfolio

Follow M. Kulyk & Associates, 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 M. Kulyk & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M. Kulyk & Associates, LLC with notifications on news.