Roundview Capital LLC Schwab Intermediate Term Us Tr Transaction History

Roundview Capital LLC

  • $1.54 Billion
  • Q3 2025

A detailed history of Roundview Capital LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Roundview Capital LLC holds 12,923 shares of SCHR stock, worth $324,496. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,923
Previous 11,452 12.84%
Holding current value
$324,496
Previous $286,000 13.29%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
BUY
$24.69 - $25.26 $36,318 - $37,157
1,471 Added 12.84%
12,923 $324,000
Q1 2025

May 06, 2025
BUY
$24.05 - $24.86 $275,420 - $284,696
11,452 New
11,452 $284,000

Others Institutions Holding SCHR

# of Institutions
516
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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