Strategic Wealth Partners, Ltd. Schwab Intermediate Term Us Tr Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 322 shares of SCHR stock, worth $8,085. This represents 0.0% of its overall portfolio holdings.

Number of Shares
322
Previous 322 -0.0%
Holding current value
$8,085
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$24.54 - $25.07 $7,901 - $8,072
322 New
322 $8,000
Q4 2019

Jan 30, 2020
SELL
$54.79 - $56.05 $8,821 - $9,024
-161 Closed
0 $0
Q3 2019

Oct 28, 2019
SELL
$54.92 - $55.68 $494 - $501
-9 Reduced 5.29%
161 $8,000
Q2 2019

Aug 06, 2019
BUY
N/A
170 New
170 $9,000

Others Institutions Holding SCHR

# of Institutions
516
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email