Independent Advisor Alliance Schwab Intermediate Term Us Tr Transaction History

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Independent Advisor Alliance holds 34,825 shares of SCHR stock, worth $865,053. This represents 0.03% of its overall portfolio holdings.

Number of Shares
34,825
Previous 42,956 18.93%
Holding current value
$865,053
Previous $1.04 Million 17.07%
% of portfolio
0.03%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$24.05 - $24.86 $195,550 - $202,136
-8,131 Reduced 18.93%
34,825 $865,000
Q4 2024

Feb 07, 2025
BUY
$24.19 - $50.58 $1.04 Million - $2.17 Million
42,956 New
42,956 $1.04 Million
Q2 2022

Aug 04, 2022
SELL
$50.08 - $52.78 $266,275 - $280,631
-5,317 Closed
0 $0
Q1 2022

May 06, 2022
SELL
$52.72 - $55.84 $28,732 - $30,432
-545 Reduced 9.3%
5,317 $283,000
Q1 2021

May 14, 2021
SELL
$56.41 - $58.25 $114,681 - $118,422
-2,033 Reduced 25.75%
5,862 $331,000
Q1 2020

May 14, 2020
SELL
$55.04 - $58.78 $21,300 - $22,747
-387 Reduced 4.67%
7,895 $464,000
Q4 2019

Feb 07, 2020
BUY
$54.79 - $56.05 $21,203 - $21,691
387 Added 4.9%
8,282 $455,000
Q3 2019

Nov 12, 2019
BUY
$54.92 - $55.68 $433,593 - $439,593
7,895 New
7,895 $434,000
Q2 2019

Aug 12, 2019
SELL
N/A
-7,895 Closed
0 $0
Q1 2019

May 07, 2019
BUY
N/A
7,895 New
7,895 $425,000

Others Institutions Holding SCHR

# of Institutions
485
Shares Held
363M
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
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email