Hc Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Hc Advisors, LLC

$135 Million
Q3 2025

A detailed history of Hc Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Hc Advisors, LLC holds 830,664 shares of SCHR stock, worth $20.9 Million. This represents 15.49% of its overall portfolio holdings.

Number of Shares

830,664

Previous 813,609 2.1%

Holding current value

$20.9 Million

Previous $20.4 Million 2.5%

% of portfolio

15.49%

Previous 15.28%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$24.69 - $25.26 $421,087 - $430,809	17,055 Added 2.1%	830,664 $20.9 Million
Q2 2025 Aug 07, 2025	BUY	$24.54 - $25.07 $27,951 - $28,554	1,139 Added 0.14%	813,609 $20.4 Million
Q1 2025 May 13, 2025	BUY	$24.05 - $24.86 $1.15 Million - $1.18 Million	47,659 Added 6.23%	812,470 $20.2 Million
Q4 2024 Feb 05, 2025	BUY	$24.19 - $50.58 $9.84 Million - $20.6 Million	406,894 Added 113.68%	764,811 $18.6 Million
Q3 2024 Nov 05, 2024	BUY	$48.4 - $50.91 $1.94 Million - $2.04 Million	40,064 Added 12.6%	357,917 $18.1 Million
Q2 2024 Aug 07, 2024	SELL	$47.85 - $49.0 $7.06 Million - $7.23 Million	-147,474 Reduced 31.69%	317,853 $15.5 Million
Q1 2024 May 13, 2024	BUY	$48.64 - $49.88 $7.72 Million - $7.92 Million	158,778 Added 51.8%	465,327 $22.8 Million
Q4 2023 Jan 25, 2024	BUY	$47.09 - $49.87 $2.64 Million - $2.8 Million	56,104 Added 22.4%	306,549 $15.2 Million
Q3 2023 Nov 07, 2023	BUY	$47.78 - $49.59 $1.78 Million - $1.85 Million	37,222 Added 17.46%	250,445 $12 Million
Q2 2023 Aug 10, 2023	SELL	$49.25 - $50.96 $703,979 - $728,422	-14,294 Reduced 6.28%	213,223 $10.5 Million
Q1 2023 May 08, 2023	BUY	$48.55 - $50.78 $8,156 - $8,531	168 Added 0.07%	227,517 $11.5 Million
Q4 2022 Feb 08, 2023	SELL	$48.12 - $50.24 $643,653 - $672,010	-13,376 Reduced 5.56%	227,349 $11.2 Million
Q3 2022 Nov 10, 2022	BUY	$48.68 - $52.54 $861,149 - $929,432	17,690 Added 7.93%	240,725 $11.8 Million
Q2 2022 Aug 08, 2022	BUY	$50.08 - $52.78 $2.18 Million - $2.3 Million	43,605 Added 24.3%	223,035 $11.5 Million
Q1 2022 May 06, 2022	SELL	$52.72 - $55.84 $8.41 Million - $8.9 Million	-159,440 Reduced 47.05%	179,430 $9.56 Million
Q4 2021 Feb 02, 2022	SELL	$55.82 - $56.81 $1.27 Million - $1.29 Million	-22,734 Reduced 6.29%	338,870 $19 Million
Q3 2021 Oct 29, 2021	SELL	$56.59 - $57.62 $488,258 - $497,145	-8,628 Reduced 2.33%	361,604 $20.5 Million
Q2 2021 Aug 09, 2021	BUY	$56.38 - $57.16 $353,333 - $358,221	6,267 Added 1.72%	370,232 $21.1 Million
Q1 2021 May 07, 2021	BUY	$56.41 - $58.25 $139,840 - $144,401	2,479 Added 0.69%	363,965 $20.5 Million
Q4 2020 Feb 08, 2021	SELL	$57.98 - $58.64 $760,117 - $768,770	-13,110 Reduced 3.5%	361,486 $21 Million
Q3 2020 Nov 04, 2020	BUY	$58.56 - $58.96 $8.96 Million - $9.02 Million	152,946 Added 69.0%	374,596 $22 Million
Q2 2020 Aug 12, 2020	BUY	$58.18 - $58.86 $12.9 Million - $13 Million	221,650 New	221,650 $13 Million
Q1 2020 May 08, 2020	SELL	$55.04 - $58.78 $2.3 Million - $2.45 Million	-41,705 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$54.79 - $56.05 $2.29 Million - $2.34 Million	41,705 New	41,705 $2.29 Million

Others Institutions Holding SCHR

# of Institutions

514

Shares Held

385M

Call Options Held

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hc Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account