Hc Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Hc Advisors, LLC

$133 Million
Q2 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 813,609 shares of SCHR stock, worth $20.5 Million. This represents 15.28% of its overall portfolio holdings.

Number of Shares

813,609

Previous 812,470 0.14%

Holding current value

$20.5 Million

Previous $20.2 Million 0.82%

% of portfolio

15.28%

Previous 15.98%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

498

Shares Held

371M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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