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

1620 Investment Advisors, Inc.

  • $142 Million
  • Q3 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 47,475 shares of SCHR stock, worth $1.2 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
47,475
Previous 47,130 0.73%
Holding current value
$1.2 Million
Previous $1.18 Million 1.44%
% of portfolio
0.84%
Previous 0.88%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$24.69 - $25.26 $8,518 - $8,714
345 Added 0.73%
47,475 $1.2 Million
Q2 2025

Aug 07, 2025
BUY
$24.54 - $25.07 $681,205 - $695,918
27,759 Added 143.3%
47,130 $1.18 Million
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
498
Shares Held
375M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track 1620 Investment Advisors, Inc. Portfolio

Follow 1620 Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 1620 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 1620 Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email