Portland Financial Advisors Inc Schwab Intermediate Term Us Tr Transaction History

Portland Financial Advisors Inc

  • $39.1 Billion
  • Q1 2025

A detailed history of Portland Financial Advisors Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Portland Financial Advisors Inc holds 16,924 shares of SCHR stock, worth $420,899. This represents 1.08% of its overall portfolio holdings.

Number of Shares
16,924
Previous 15,660 8.07%
Holding current value
$420,899
Previous $380 Million 10.61%
% of portfolio
1.08%
Previous 1.02%

Shares

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

May 08, 2025
BUY
$24.05 - $24.86 $30,399 - $31,423
1,264 Added 8.07%
16,924 $421 Million
Q4 2024

Feb 04, 2025
BUY
$24.19 - $50.58 $378,815 - $792,082
15,660 New
15,660 $380 Million

Others Institutions Holding SCHR

# of Institutions
483
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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