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

Blake Schutter Theil Wealth Advisors, LLC

$88 Billion
Q1 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 258,210 shares of SCHR stock, worth $6.41 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares

258,210

Previous 211,119 22.31%

Holding current value

$6.41 Million

Previous $5.13 Billion 25.18%

% of portfolio

7.29%

Previous 5.42%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blake Schutter Theil Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blake Schutter Theil Wealth Advisors, LLC with notifications on news.

Account

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