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SCHRSCHR
29 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in SCHWAB INTERMEDIATE-TERM US

BENJAMIN EDWARDS INC holds 363,473 shares of SCHR (SCHWAB INTERMEDIATE-TERM US), worth $9M as of 2026-Q2. The position was increased (+3.2% shares). SCHR represents 0.1% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$9M

Current Shares

363,473

Total Value Change

+$9M

Total Shares Change

+363,431

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
363,473
+3.2%
$9M0.1%$24.58
28
2026-Q1
Increased
352,097
+12.6%
$8.8M0.1%$25.20
31
2025-Q4
Increased
312,610
+9.9%
$7.8M0.1%$25.04
30
2025-Q3
Increased
284,466
+9.0%
$7.1M0.1%$24.71
30
2025-Q2
Decreased
260,893
-7.9%
$6.5M0.1%$24.33
0
2025-Q1
Increased
283,321
+16.6%
$7M0.1%$23.94
32
2024-Q4
Increased
242,934
+133.1%
$5.9M0.1%$23.31
44
2024-Q3
Increased
104,238
+337x
$5.3M0.1%$24.01
44
2024-Q2
Increased
308
+6.9%
$150.0%$22.88
12
2024-Q1
Decreased
288
-99.6%
$140.0%$22.79
0
2023-Q4
Decreased
80,896
-2.1%
$4,0220.9%$22.96
0
2023-Q3
Increased
82,652
+17.9%
$3,9620.9%$21.88
23
2023-Q2
Increased
70,128
+24.0%
$3,4560.8%$22.30
24
2023-Q1
Increased
56,537
+4.2%
$2,8510.7%$22.58
19
2022-Q4
Increased
54,269
+19.3%
$2,6720.7%$22.02
21
2022-Q3
Increased
45,479
+57.0%
$2.2M0.7%$21.84
52
2022-Q2
Increased
28,960
+72.5%
$1.5M0.4%$22.62
46
2022-Q1
Increased
16,787
+180x
$894,0000.3%$23.31
48
2021-Q4
Unchanged
93
0.0%
$5,0000.0%$24.64
0
2021-Q3
Decreased
93
-10.6%
$5,0000.0%$24.77
0
2021-Q2
Decreased
104
-9.6%
$6,0000.0%$24.79
0
2021-Q1
Decreased
115
-82.4%
$6,0000.0%$24.57
0
2020-Q4
Increased
652
+0.1%
$38,0000.0%$25.28
20
2020-Q3
Increased
651
+11.7%
$38,0000.0%$25.42
22
2020-Q2
Increased
583
+7.2%
$34,0000.0%$25.36
21
2020-Q1
Increased
544
+1165.1%
$32,0000.0%$25.17
32
2019-Q4
Increased
43
+2.4%
$2,0000.0%$23.51
11
2019-Q3
Unchanged
42
0.0%
$2,0000.0%$23.56
0
2019-Q2
New
42
-
$2,0000.0%$23.18
15

Other major holders of SCHR: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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