Modern Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,669 shares of SCHR stock, worth $267,898. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,669
Previous 10,891 2.04%
Holding current value
$267,898
Previous $272,000 98470.59%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$24.69 - $25.26 $5,481 - $5,607
-222 Reduced 2.04%
10,669 $268 Million
Q2 2025

Nov 12, 2025
BUY
$24.54 - $25.07 $24 - $25
1 Added 0.01%
10,891 $272,000
Q2 2025

Aug 14, 2025
SELL
$24.54 - $25.07 $12,196 - $12,459
-497 Reduced 4.36%
10,890 $272,000
Q1 2025

May 30, 2025
BUY
$24.05 - $24.86 $7,263 - $7,507
302 Added 2.72%
11,387 $283,000
Q1 2025

May 15, 2025
BUY
$24.05 - $24.86 $266,594 - $275,573
11,085 New
11,085 $276 Million

Others Institutions Holding SCHR

# of Institutions
514
Shares Held
386M
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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