Willis Johnson & Associates, Inc. Schwab Intermediate Term Us Tr Transaction History

Willis Johnson & Associates, Inc.

$1.61 Billion
Q3 2025

A detailed history of Willis Johnson & Associates, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 55,479 shares of SCHR stock, worth $1.39 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

55,479

Previous 59,003 5.97%

Holding current value

$1.39 Million

Previous $1.48 Million 5.56%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$24.69 - $25.26 $87,007 - $89,016	-3,524 Reduced 5.97%	55,479 $1.39 Million
Q2 2025 Aug 13, 2025	SELL	$24.54 - $25.07 $2,233 - $2,281	-91 Reduced 0.15%	59,003 $1.48 Million
Q1 2025 May 15, 2025	BUY	$24.05 - $24.86 $267,556 - $276,567	11,125 Added 23.19%	59,094 $1.47 Million
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $602,984 - $1.26 Million	24,927 Added 108.18%	47,969 $1.17 Million
Q3 2024 Oct 31, 2024	BUY	$48.4 - $50.91 $359,854 - $378,515	7,435 Added 47.64%	23,042 $1.17 Million

Q2 2024 Aug 01, 2024	BUY	$47.85 - $49.0 $746,794 - $764,743	15,607 New	15,607 $761,000
Q3 2023 Oct 25, 2023	BUY	$47.78 - $49.59 $199,720 - $207,286	4,180 New	4,180 $200,000

Others Institutions Holding SCHR

# of Institutions

517

Shares Held

389M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Willis Johnson & Associates, Inc. Schwab Intermediate Term Us Tr Transaction History