Intelligence Driven Advisers, LLC Schwab Intermediate Term Us Tr Transaction History

Intelligence Driven Advisers, LLC

  • $707 Million
  • Q3 2025

A detailed history of Intelligence Driven Advisers, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 1,894,934 shares of SCHR stock, worth $47.6 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
1,894,934
Previous 1,767,135 7.23%
Holding current value
$47.6 Million
Previous $44.2 Million 7.66%
% of portfolio
6.73%
Previous 6.78%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$24.69 - $25.26 $3.16 Million - $3.23 Million
127,799 Added 7.23%
1,894,934 $47.6 Million
Q2 2025

Jul 09, 2025
BUY
$24.54 - $25.07 $4.06 Million - $4.14 Million
165,252 Added 10.32%
1,767,135 $44.2 Million
Q1 2025

Apr 25, 2025
SELL
$24.05 - $24.86 $605,579 - $625,974
-25,180 Reduced 1.55%
1,601,883 $39.8 Million
Q4 2024

Jan 29, 2025
BUY
$24.19 - $50.58 $15.6 Million - $32.6 Million
644,494 Added 65.59%
1,627,063 $39.5 Million
Q3 2024

Nov 06, 2024
SELL
$48.4 - $50.91 $541,838 - $569,937
-11,195 Reduced 1.13%
982,569 $49.7 Million
Q2 2024

Aug 05, 2024
BUY
$47.85 - $49.0 $440,507 - $451,094
9,206 Added 0.94%
993,764 $48.5 Million
Q1 2024

May 01, 2024
BUY
$48.64 - $49.88 $34 Million - $34.9 Million
699,050 Added 244.84%
984,558 $48.3 Million
Q4 2023

Feb 06, 2024
SELL
$47.09 - $49.87 $572,991 - $606,818
-12,168 Reduced 4.09%
285,508 $14.2 Million
Q3 2023

Nov 07, 2023
BUY
$47.78 - $49.59 $1.11 Million - $1.16 Million
23,323 Added 8.5%
297,676 $14.3 Million
Q2 2023

Jul 18, 2023
BUY
$49.25 - $50.96 $13.5 Million - $14 Million
274,353 New
274,353 $13.5 Million

Others Institutions Holding SCHR

# of Institutions
513
Shares Held
385M
Call Options Held
0
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
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