Pacific Sage Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Pacific Sage Partners, LLC

$598 Billion
Q3 2025

A detailed history of Pacific Sage Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 2,923,563 shares of SCHR stock, worth $73.4 Million. This represents 12.29% of its overall portfolio holdings.

Number of Shares

2,923,563

Previous 2,627,544 11.27%

Holding current value

$73.4 Million

Previous $65.8 Billion 11.71%

% of portfolio

12.29%

Previous 13.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$24.69 - $25.26 $7.31 Million - $7.48 Million	296,019 Added 11.27%	2,923,563 $73.5 Billion
Q2 2025 Jul 15, 2025	SELL	$24.54 - $25.07 $2.09 Million - $2.14 Million	-85,204 Reduced 3.14%	2,627,544 $65.8 Billion
Q1 2025 Apr 23, 2025	BUY	$24.05 - $24.86 $2.91 Million - $3.01 Million	121,094 Added 4.67%	2,712,748 $67.4 Billion
Q4 2024 Jan 24, 2025	BUY	$24.19 - $50.58 $32.2 Million - $67.3 Million	1,330,912 Added 105.57%	2,591,654 $63 Billion
Q3 2024 Oct 28, 2024	SELL	$48.4 - $50.91 $650,496 - $684,230	-13,440 Reduced 1.05%	1,260,742 $63.8 Billion

Q2 2024 Aug 02, 2024	BUY	$47.85 - $49.0 $1.68 Million - $1.72 Million	35,081 Added 2.83%	1,274,182 $62.1 Billion
Q1 2024 Apr 22, 2024	BUY	$48.64 - $49.88 $290,526 - $297,933	5,973 Added 0.48%	1,239,101 $60.8 Billion
Q4 2023 Feb 05, 2024	BUY	$47.09 - $49.87 $58.1 Million - $61.5 Million	1,233,128 New	1,233,128 $61.3 Billion

Others Institutions Holding SCHR

# of Institutions

517

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Pacific Sage Partners, LLC Schwab Intermediate Term Us Tr Transaction History