Cfs Investment Advisory Services, LLC Schwab Intermediate Term Us Tr Transaction History

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 8,312 shares of SCHR stock, worth $209,545. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,312
Previous 8,754 5.05%
Holding current value
$209,545
Previous $218,000 4.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 11, 2025
SELL
$24.54 - $25.07 $10,846 - $11,080
-442 Reduced 5.05%
8,312 $208,000
Q1 2025

May 12, 2025
BUY
$24.05 - $24.86 $7,912 - $8,178
329 Added 3.91%
8,754 $218,000
Q4 2024

Jan 21, 2025
BUY
$24.19 - $50.58 $77,795 - $162,665
3,216 Added 61.74%
8,425 $205,000
Q2 2024

Aug 13, 2024
BUY
$47.85 - $49.0 $249,250 - $255,241
5,209 New
5,209 $254,000
Q2 2023

Jul 21, 2023
BUY
$49.25 - $50.96 $214,434 - $221,879
4,354 New
4,354 $215,000

Others Institutions Holding SCHR

# of Institutions
496
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
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More about SCHR
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