Wealth Collab, LLC Schwab Intermediate Term Us Tr Transaction History

Wealth Collab, LLC

$244 Billion
Q4 2025

A detailed history of Wealth Collab, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealth Collab, LLC holds 3,155 shares of SCHR stock, worth $79,222. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,155

Holding current value

$79,222

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$25.03 - $25.34 $78,969 - $79,947	3,155 New	3,155 $79.1 Million

Others Institutions Holding SCHR

# of Institutions

519

Shares Held

390M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

228M
Shares

$5.73 Billion
0.95% of portfolio
Royal Bank Of Canada Toronto, A6

19.6M
Shares

$491 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.7M
Shares

$344 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.61M
Shares

$216 Million
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

4.9M
Shares

$123 Million
0.01% of portfolio

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 Wealth Collab, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Collab, LLC with notifications on news.

Account