Claro Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Claro Advisors LLC

$667 Million
Q1 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 12,781 shares of SCHR stock, worth $317,735. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,781

Previous 12,345 3.53%

Holding current value

$317,735

Previous $299,000 6.02%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

488

Shares Held

364M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Claro Advisors LLC Schwab Intermediate Term Us Tr Transaction History