Fermata Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Fermata Advisors, LLC

  • $335 Million
  • Q2 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 77,769 shares of SCHR stock, worth $1.93 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
77,769
Previous 70,972 9.58%
Holding current value
$1.93 Million
Previous $1.76 Million 10.57%
% of portfolio
0.58%
Previous 0.36%

Shares

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

Jul 09, 2025
BUY
$24.54 - $25.07 $166,798 - $170,400
6,797 Added 9.58%
77,769 $1.95 Million
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
488
Shares Held
364M
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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