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

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025

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 19,371 shares of SCHR stock, worth $481,175. This represents 0.38% of its overall portfolio holdings.

Number of Shares
19,371
Previous 5,526 250.54%
Holding current value
$481,175
Previous $134,000 258.96%
% of portfolio
0.38%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$24.05 - $24.86 $332,972 - $344,186
13,845 Added 250.54%
19,371 $481,000
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
485
Shares Held
363M
Call Options Held
900
Put Options Held
3.05K
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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