Fermata Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

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 18,308 shares of SCHR stock, worth $452,573. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,308
Holding current value
$452,573
% of portfolio
0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
446
Shares Held
356M
Call Options Held
2.7K
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 Fermata Advisors, LLC Portfolio

Follow Fermata 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email