Mutual Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Mutual Advisors, LLC holds 21,804 shares of SCHR stock, worth $550,114. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,804
Previous 18,796 16.0%
Holding current value
$550,114
Previous $467,000 16.7%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$24.54 - $25.07 $73,816 - $75,410
3,008 Added 16.0%
21,804 $545,000
Q1 2025

Apr 28, 2025
BUY
$24.05 - $24.86 $452,043 - $467,268
18,796 New
18,796 $467,000
Q4 2023

Jan 12, 2024
BUY
$47.09 - $49.87 $259,607 - $274,933
5,513 New
5,513 $274,000

Others Institutions Holding SCHR

# of Institutions
498
Shares Held
374M
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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