Simplicity Wealth,Llc Schwab Intermediate Term Us Tr Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 41,457 shares of SCHR stock, worth $1.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
41,457
Holding current value
$1.04 Million
% of portfolio
0.07%

Shares

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

Oct 30, 2025
BUY
$24.69 - $25.26 $1.02 Million - $1.05 Million
41,457 New
41,457 $1.04 Million
Q3 2022

Oct 12, 2022
BUY
$48.68 - $52.54 $48 - $52
1 Added 0.02%
5,851 $287,000
Q2 2022

Jul 19, 2022
SELL
$50.08 - $52.78 $316,305 - $333,358
-6,316 Reduced 51.92%
5,850 $302,000
Q1 2022

May 20, 2022
SELL
$52.72 - $55.84 $318,956 - $337,832
-6,050 Reduced 33.21%
12,166 $648,000
Q4 2021

Feb 25, 2022
BUY
$55.82 - $56.81 $1.02 Million - $1.03 Million
18,216 New
18,216 $1.02 Million

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
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