Successful Portfolios LLC Schwab Intermediate Term Us Tr Transaction History

Successful Portfolios LLC

$192 Million
Q4 2025

A detailed history of Successful Portfolios LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Successful Portfolios LLC holds 69,483 shares of SCHR stock, worth $1.74 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

69,483

Previous 64,358 7.96%

Holding current value

$1.74 Million

Previous $1.62 Million 7.85%

% of portfolio

0.91%

Previous 0.95%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$25.03 - $25.34 $128,278 - $129,867	5,125 Added 7.96%	69,483 $1.74 Million
Q3 2025 Oct 15, 2025	BUY	$24.69 - $25.26 $79,180 - $81,008	3,207 Added 5.24%	64,358 $1.62 Million
Q2 2025 Jul 21, 2025	BUY	$24.54 - $25.07 $34,699 - $35,448	1,414 Added 2.37%	61,151 $1.53 Million
Q1 2025 Apr 11, 2025	BUY	$24.05 - $24.86 $7,118 - $7,358	296 Added 0.5%	59,737 $1.48 Million
Q4 2024 Jan 16, 2025	BUY	$24.19 - $50.58 $754,292 - $1.58 Million	31,182 Added 110.34%	59,441 $1.44 Million

Q3 2024 Oct 09, 2024	BUY	$48.4 - $50.91 $119,886 - $126,104	2,477 Added 9.61%	28,259 $1.43 Million
Q2 2024 Jul 12, 2024	SELL	$47.85 - $49.0 $5,215 - $5,341	-109 Reduced 0.42%	25,782 $1.26 Million
Q1 2024 Apr 17, 2024	BUY	$48.64 - $49.88 $92,999 - $95,370	1,912 Added 7.97%	25,891 $1.27 Million
Q4 2023 Jan 18, 2024	BUY	$47.09 - $49.87 $189,490 - $200,676	4,024 Added 20.17%	23,979 $1.19 Million
Q3 2023 Oct 10, 2023	SELL	$47.78 - $49.59 $2,341 - $2,429	-49 Reduced 0.24%	19,955 $956,000
Q2 2023 Jul 20, 2023	SELL	$49.25 - $50.96 $243,048 - $251,487	-4,935 Reduced 19.79%	20,004 $985,000
Q1 2023 Apr 21, 2023	SELL	$48.55 - $50.78 $34,810 - $36,409	-717 Reduced 2.79%	24,939 $1.26 Million
Q4 2022 Jan 27, 2023	BUY	$48.12 - $50.24 $303,204 - $316,562	6,301 Added 32.55%	25,656 $0
Q3 2022 Oct 12, 2022	BUY	$48.68 - $52.54 $53,353 - $57,583	1,096 Added 6.0%	19,355 $951,000
Q2 2022 Jul 22, 2022	SELL	$50.08 - $52.78 $90,043 - $94,898	-1,798 Reduced 8.96%	18,259 $942,000
Q1 2022 Apr 21, 2022	SELL	$52.72 - $55.84 $13,390 - $14,183	-254 Reduced 1.25%	20,057 $1.07 Million
Q4 2021 Jan 26, 2022	SELL	$55.82 - $56.81 $81,441 - $82,885	-1,459 Reduced 6.7%	20,311 $1.14 Million
Q3 2021 Oct 14, 2021	SELL	$56.59 - $57.62 $23,994 - $24,430	-424 Reduced 1.91%	21,770 $1.24 Million
Q2 2021 Jul 23, 2021	SELL	$56.38 - $57.16 $1,747 - $1,771	-31 Reduced 0.14%	22,194 $1.26 Million
Q1 2021 Apr 20, 2021	BUY	$56.41 - $58.25 $35,087 - $36,231	622 Added 2.88%	22,225 $1.25 Million
Q4 2020 Feb 02, 2021	BUY	$57.98 - $58.64 $18,611 - $18,823	321 Added 1.51%	21,603 $1.26 Million
Q3 2020 Oct 13, 2020	BUY	$58.56 - $58.96 $25,356 - $25,529	433 Added 2.08%	21,282 $1.25 Million
Q2 2020 Jul 13, 2020	SELL	$58.18 - $58.86 $124,097 - $125,548	-2,133 Reduced 9.28%	20,849 $1.23 Million
Q1 2020 Apr 23, 2020	SELL	$55.04 - $58.78 $747,553 - $798,349	-13,582 Reduced 37.15%	22,982 $1.35 Million
Q4 2019 Jan 23, 2020	SELL	$54.79 - $56.05 $124,373 - $127,233	-2,270 Reduced 5.85%	36,564 $2.01 Million
Q3 2019 Oct 11, 2019	BUY	$54.92 - $55.68 $854,829 - $866,659	15,565 Added 66.89%	38,834 $2.16 Million
Q2 2019 Jul 11, 2019	BUY	N/A	3,307 Added 16.57%	23,269 $1.28 Million
Q1 2019 Apr 22, 2019	BUY	N/A	2,953 Added 17.36%	19,962 $1.07 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-6,073 Reduced 26.31%	17,009 $901,000
Q3 2018 Oct 15, 2018	BUY	N/A	1,208 Added 5.52%	23,082 $1.2 Million
Q2 2018 Jul 24, 2018	BUY	N/A	3,437 Added 18.64%	21,874 $1.15 Million
Q1 2018 May 08, 2018	BUY	N/A	1,406 Added 8.26%	18,437 $970,000
Q4 2017 Feb 09, 2018	BUY	N/A	17,031	17,031 $908,000

Others Institutions Holding SCHR

# of Institutions

518

Shares Held

390M

Call Options Held

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Account

Successful Portfolios LLC Schwab Intermediate Term Us Tr Transaction History