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
Others Institutions Holding SCHR
# of Institutions
484Shares Held
363MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.46 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$462 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio