Savvy Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

Savvy Advisors, Inc.

  • $307 Billion
  • Q2 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 8,529 shares of SCHR stock, worth $425,767. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,529
Previous 7,524 13.36%
Holding current value
$425,767
Previous $369 Million 12.71%
% of portfolio
0.14%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $48,089 - $49,245
1,005 Added 13.36%
8,529 $416 Million
Q1 2024

May 13, 2024
BUY
$48.64 - $49.88 $105,597 - $108,289
2,171 Added 40.56%
7,524 $369 Million
Q4 2023

Feb 08, 2024
BUY
$47.09 - $49.87 $252,072 - $266,954
5,353 New
5,353 $266 Million

Others Institutions Holding SCHR

# of Institutions
406
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
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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