Stifel Financial Corp Schwab Intermediate Term Us Tr Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Stifel Financial Corp holds 8,613,635 shares of SCHR stock, worth $216 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,613,635

Previous 8,007,972 7.56%

Holding current value

$216 Million

Previous $200 Million 7.99%

% of portfolio

0.21%

Previous 0.2%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.69 - $25.26 $15 Million - $15.3 Million	605,663 Added 7.56%	8,613,635 $216 Million
Q2 2025 Aug 14, 2025	SELL	$24.54 - $25.07 $2.17 Million - $2.22 Million	-88,574 Reduced 1.09%	8,007,972 $200 Million
Q1 2025 May 13, 2025	BUY	$24.05 - $24.86 $7.63 Million - $7.89 Million	317,283 Added 4.08%	8,096,546 $201 Million
Q4 2024 Feb 13, 2025	BUY	$24.19 - $50.58 $93.9 Million - $196 Million	3,880,588 Added 99.54%	7,779,263 $189 Million
Q3 2024 Nov 14, 2024	BUY	$48.4 - $50.91 $7.7 Million - $8.1 Million	159,043 Added 4.25%	3,898,675 $197 Million

Q2 2024 Aug 13, 2024	BUY	$47.85 - $49.0 $6.71 Million - $6.88 Million	140,330 Added 3.9%	3,739,632 $182 Million
Q1 2024 May 13, 2024	BUY	$48.64 - $49.88 $32.4 Million - $33.2 Million	665,859 Added 22.7%	3,599,302 $177 Million
Q4 2023 Feb 12, 2024	SELL	$47.09 - $49.87 $270,720 - $286,702	-5,749 Reduced 0.2%	2,933,443 $146 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $49.59 $7.36 Million - $7.64 Million	153,965 Added 5.53%	2,939,192 $141 Million
Q2 2023 Aug 14, 2023	BUY	$49.25 - $50.96 $2.6 Million - $2.69 Million	52,739 Added 1.93%	2,785,227 $137 Million
Q1 2023 May 12, 2023	BUY	$48.55 - $50.78 $9.75 Million - $10.2 Million	200,857 Added 7.93%	2,732,488 $138 Million
Q4 2022 Feb 13, 2023	SELL	$48.12 - $50.24 $3.09 Million - $3.22 Million	-64,153 Reduced 2.47%	2,531,631 $125 Million
Q3 2022 Nov 14, 2022	BUY	$48.68 - $52.54 $1.69 Million - $1.82 Million	34,628 Added 1.35%	2,595,784 $128 Million
Q2 2022 Aug 15, 2022	BUY	$50.08 - $52.78 $2.12 Million - $2.24 Million	42,377 Added 1.68%	2,561,156 $132 Million
Q1 2022 May 13, 2022	BUY	$52.72 - $55.84 $51 Million - $54.1 Million	967,995 Added 62.42%	2,518,779 $134 Million
Q4 2021 Feb 14, 2022	BUY	$55.82 - $56.81 $4.03 Million - $4.11 Million	72,269 Added 4.89%	1,550,784 $87.1 Million
Q3 2021 Nov 15, 2021	SELL	$56.59 - $57.62 $63.6 Million - $64.7 Million	-1,123,272 Reduced 43.17%	1,478,515 $83.8 Million
Q2 2021 Aug 13, 2021	BUY	$56.38 - $57.16 $8.2 Million - $8.32 Million	145,495 Added 5.92%	2,601,787 $148 Million
Q1 2021 May 14, 2021	BUY	$56.41 - $58.25 $8.4 Million - $8.67 Million	148,868 Added 6.45%	2,456,292 $139 Million
Q4 2020 Feb 12, 2021	BUY	$57.98 - $58.64 $17.9 Million - $18.1 Million	309,124 Added 15.47%	2,307,424 $134 Million
Q3 2020 Nov 16, 2020	BUY	$58.56 - $58.96 $32.2 Million - $32.4 Million	549,192 Added 37.9%	1,998,300 $117 Million
Q2 2020 Aug 14, 2020	SELL	$58.18 - $58.86 $22.5 Million - $22.7 Million	-386,461 Reduced 21.05%	1,449,108 $85.2 Million
Q1 2020 May 14, 2020	BUY	$55.04 - $58.78 $708,364 - $756,498	12,870 Added 0.71%	1,835,569 $108 Million
Q4 2019 Feb 13, 2020	BUY	$54.79 - $56.05 $3.68 Million - $3.76 Million	67,103 Added 3.82%	1,822,699 $99.7 Million
Q3 2019 Nov 19, 2019	SELL	$54.92 - $55.68 $147,350 - $149,389	-2,683 Reduced 0.15%	1,755,596 $97.7 Million
Q3 2019 Nov 13, 2019	BUY	$54.92 - $55.68 $669,364 - $678,627	12,188 Added 0.7%	1,758,279 $97.9 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-190,883 Reduced 9.85%	1,746,091 $95.7 Million
Q1 2019 May 14, 2019	BUY	N/A	1,936,974 New	1,936,974 $104 Million

Others Institutions Holding SCHR

# of Institutions

515

Shares Held

385M

Call Options Held

Put Options Held

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Stifel Financial Corp Schwab Intermediate Term Us Tr Transaction History