A detailed history of Claro Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Claro Advisors LLC holds 6,806 shares of SCHR stock, worth $345,200. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,806
Holding current value
$345,200
% of portfolio
0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$47.85 - $49.0 $325,667 - $333,494
6,806 New
6,806 $331,000
Q4 2023

Jan 22, 2024

BUY
$47.09 - $49.87 $245,244 - $259,722
5,208 New
5,208 $258,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Claro Advisors LLC with notifications on news.