Blake Schutter Theil Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Blake Schutter Theil Wealth Advisors, LLC

  • $88.1 Billion
  • Q2 2025

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 275,878 shares of SCHR stock, worth $6.95 Million. This represents 7.83% of its overall portfolio holdings.

Number of Shares
275,878
Previous 258,210 6.84%
Holding current value
$6.95 Million
Previous $6.42 Billion 7.57%
% of portfolio
7.83%
Previous 7.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$24.54 - $25.07 $433,572 - $442,936
17,668 Added 6.84%
275,878 $6.91 Billion
Q1 2025

May 02, 2025
BUY
$24.05 - $24.86 $1.13 Million - $1.17 Million
47,091 Added 22.31%
258,210 $6.42 Billion
Q4 2024

Feb 07, 2025
BUY
$24.19 - $50.58 $2.72 Million - $5.69 Million
112,546 Added 114.18%
211,119 $5.13 Billion
Q3 2024

Oct 31, 2024
BUY
$48.4 - $50.91 $4.77 Million - $5.02 Million
98,573 New
98,573 $4.99 Billion

Others Institutions Holding SCHR

# of Institutions
498
Shares Held
371M
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
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