Claro Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Claro Advisors LLC

  • $569 Million
  • Q2 2025

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 8,284 shares of SCHR stock, worth $208,839. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,284
Previous 12,781 35.19%
Holding current value
$208,839
Previous $317,000 34.7%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 05, 2025
SELL
$24.54 - $25.07 $110,356 - $112,739
-4,497 Reduced 35.19%
8,284 $207,000
Q1 2025

May 12, 2025
BUY
$24.05 - $24.86 $10,485 - $10,838
436 Added 3.53%
12,781 $317,000
Q4 2024

Jan 13, 2025
BUY
$24.19 - $50.58 $96,082 - $200,903
3,972 Added 47.44%
12,345 $299,000
Q3 2024

Nov 07, 2024
BUY
$48.4 - $50.91 $181,984 - $191,421
3,760 Added 81.51%
8,373 $423,000
Q3 2024

Oct 17, 2024
SELL
$48.4 - $50.91 $106,141 - $111,645
-2,193 Reduced 32.22%
4,613 $233,000
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

# 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
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email