Certified Advisory Corp Schwab Intermediate Term Us Tr Transaction History

Certified Advisory Corp

$946 Million
Q2 2025

A detailed history of Certified Advisory Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Certified Advisory Corp holds 10,011 shares of SCHR stock, worth $252,577. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,011

Previous 10,001 0.1%

Holding current value

$252,577

Previous $248,000 0.81%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.54 - $25.07 $245 - $250	10 Added 0.1%	10,011 $250,000
Q4 2024 Jan 14, 2025	BUY	$24.19 - $50.58 $143,132 - $299,281	5,917 Added 144.88%	10,001 $242,000
Q3 2024 Nov 12, 2024	BUY	$48.4 - $50.91 $197,665 - $207,916	4,084 New	4,084 $206,000
Q2 2021 Aug 16, 2021	SELL	$56.38 - $57.16 $45,160 - $45,785	-801 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$56.41 - $58.25 $23,635 - $24,406	419 Added 109.69%	801 $45,000
Q2 2020 Jul 27, 2020	BUY	$58.18 - $58.86 $116 - $117	2 Added 0.53%	382 $22,000
Q1 2020 Apr 27, 2020	BUY	$55.04 - $58.78 $20,419 - $21,807	371 Added 4122.22%	380 $22,000
Q4 2019 Jan 29, 2020	BUY	$54.79 - $56.05 $493 - $504	9 New	9 $0

Others Institutions Holding SCHR

# of Institutions

502

Shares Held

376M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Certified Advisory Corp Schwab Intermediate Term Us Tr Transaction History