Trust Point Inc. Schwab Intermediate Term Us Tr Transaction History

Trust Point Inc.

$1.27 Trillion
Q4 2025

A detailed history of Trust Point Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Trust Point Inc. holds 33,989 shares of SCHR stock, worth $853,463. This represents 0.07% of its overall portfolio holdings.

Number of Shares

33,989

Previous 32,362 5.03%

Holding current value

$853,463

Previous $813 Million 4.82%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$25.03 - $25.34 $40,723 - $41,228	1,627 Added 5.03%	33,989 $852 Million
Q3 2025 Oct 10, 2025	BUY	$24.69 - $25.26 $215,395 - $220,368	8,724 Added 36.91%	32,362 $813 Million
Q2 2025 Jul 10, 2025	BUY	$24.54 - $25.07 $182,160 - $186,094	7,423 Added 45.78%	23,638 $592 Million
Q1 2025 Apr 17, 2025	SELL	$24.05 - $24.86 $31,144 - $32,193	-1,295 Reduced 7.4%	16,215 $403 Million
Q4 2024 Jan 24, 2025	SELL	$24.19 - $50.58 $64,248 - $134,340	-2,656 Reduced 13.17%	17,510 $425 Million

Q3 2024 Oct 17, 2024	SELL	$48.4 - $50.91 $239,870 - $252,309	-4,956 Reduced 19.73%	20,166 $1.02 Billion
Q2 2024 Jul 24, 2024	SELL	$47.85 - $49.0 $16,843 - $17,248	-352 Reduced 1.38%	25,122 $1.23 Billion
Q1 2024 Apr 19, 2024	SELL	$48.64 - $49.88 $458,529 - $470,218	-9,427 Reduced 27.01%	25,474 $1.25 Billion
Q4 2023 Jan 23, 2024	BUY	$47.09 - $49.87 $1.64 Million - $1.74 Million	34,901 New	34,901 $1.74 Billion

Others Institutions Holding SCHR

# of Institutions

517

Shares Held

389M

Call Options Held

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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