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

Blake Schutter Theil Wealth Advisors, LLC

  • $94.7 Billion
  • Q4 2024

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 211,119 shares of SCHR stock, worth $5.24 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
211,119
Previous 98,573 114.18%
Holding current value
$5.24 Million
Previous $4.99 Billion 2.81%
% of portfolio
5.42%
Previous 3.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
446
Shares Held
358M
Call Options Held
2.7K
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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