1620 Investment Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

1620 Investment Advisors, Inc.

  • $126 Million
  • Q4 2024

A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 5,526 shares of SCHR stock, worth $133,729. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,526
Previous 2,718 103.31%
Holding current value
$133,729
Previous $137,000 2.19%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$24.19 - $50.58 $67,925 - $142,028
2,808 Added 103.31%
5,526 $134,000
Q3 2024

Oct 25, 2024
BUY
$48.4 - $50.91 $41,382 - $43,528
855 Added 45.89%
2,718 $137,000
Q2 2024

Jul 23, 2024
BUY
$47.85 - $49.0 $89,144 - $91,287
1,863 New
1,863 $90,000

Others Institutions Holding SCHR

# of Institutions
428
Shares Held
330M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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