Advocate Group LLC Schwab Intermediate Term Us Tr Transaction History

Advocate Group LLC

$549 Million
Q1 2025

A detailed history of Advocate Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Advocate Group LLC holds 257,619 shares of SCHR stock, worth $6.36 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

257,619

Previous 248,464 3.68%

Holding current value

$6.36 Million

Previous $6.04 Million 6.11%

% of portfolio

1.17%

Previous 1.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$24.05 - $24.86 $220,177 - $227,593	9,155 Added 3.68%	257,619 $6.4 Million
Q4 2024 Jan 21, 2025	BUY	$24.19 - $50.58 $3.25 Million - $6.79 Million	134,333 Added 117.7%	248,464 $6.04 Million
Q3 2024 Oct 08, 2024	BUY	$48.4 - $50.91 $610,566 - $642,229	12,615 Added 12.43%	114,131 $5.78 Million
Q2 2024 Jul 10, 2024	BUY	$47.85 - $49.0 $53,304 - $54,586	1,114 Added 1.11%	101,516 $4.95 Million
Q1 2024 Apr 25, 2024	BUY	$48.64 - $49.88 $1.27 Million - $1.3 Million	26,074 Added 35.08%	100,402 $4.92 Million
Q4 2023 Jan 19, 2024	BUY	$47.09 - $49.87 $2.17 Million - $2.3 Million	46,161 Added 163.88%	74,328 $3.7 Million
Q3 2023 Oct 17, 2023	BUY	$47.78 - $49.59 $149,216 - $154,869	3,123 Added 12.47%	28,167 $1.35 Million
Q2 2023 Jul 20, 2023	BUY	$49.25 - $50.96 $1.23 Million - $1.28 Million	25,044 New	25,044 $1.23 Million

Others Institutions Holding SCHR

# of Institutions

476

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

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About SCHWAB INTERMEDIATE-TERM US TR

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Advocate Group LLC Schwab Intermediate Term Us Tr Transaction History