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

Blake Schutter Theil Wealth Advisors, LLC

$101 Billion
Q3 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 301,366 shares of SCHR stock, worth $7.57 Million. This represents 7.49% of its overall portfolio holdings.

Number of Shares

301,366

Previous 275,878 9.24%

Holding current value

$7.57 Million

Previous $6.91 Billion 9.68%

% of portfolio

7.49%

Previous 7.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.69 - $25.26 $629,298 - $643,826	25,488 Added 9.24%	301,366 $7.57 Billion
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

514

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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