Summit Financial, LLC Schwab Intermediate Term Us Tr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Summit Financial, LLC holds 606,155 shares of SCHR stock, worth $15.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

606,155

Previous 612,910 1.1%

Holding current value

$15.2 Million

Previous $15.3 Million 0.71%

% of portfolio

0.25%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.69 - $25.26 $166,780 - $170,631	-6,755 Reduced 1.1%	606,155 $15.2 Million
Q2 2025 Aug 13, 2025	BUY	$24.54 - $25.07 $701,426 - $716,575	28,583 Added 4.89%	612,910 $15.3 Million
Q1 2025 May 14, 2025	BUY	$24.05 - $24.86 $6.2 Million - $6.41 Million	257,964 Added 79.04%	584,327 $14.5 Million
Q4 2024 Feb 12, 2025	BUY	$24.19 - $50.58 $4.21 Million - $8.81 Million	174,154 Added 114.42%	326,363 $7.93 Million
Q3 2024 Nov 12, 2024	BUY	$48.4 - $50.91 $7.37 Million - $7.75 Million	152,209 New	152,209 $7.7 Million

Others Institutions Holding SCHR

# of Institutions

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Summit Financial, LLC Schwab Intermediate Term Us Tr Transaction History