Fermata Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 70,972 shares of SCHR stock, worth $1.76 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
70,972
Previous 18,308 287.66%
Holding current value
$1.76 Million
Previous $444,000 296.4%
% of portfolio
0.36%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$24.05 - $24.86 $1.27 Million - $1.31 Million
52,664 Added 287.66%
70,972 $1.76 Million
Q4 2024

Jan 14, 2025
BUY
$24.19 - $50.58 $442,870 - $926,018
18,308 New
18,308 $444,000

Others Institutions Holding SCHR

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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