North Ridge Wealth Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

North Ridge Wealth Advisors, Inc.

$163 Billion
Q2 2025

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 67,236 shares of SCHR stock, worth $1.7 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

67,236

Previous 67,236 -0.0%

Holding current value

$1.7 Million

Previous $1.67 Billion 0.68%

% of portfolio

1.03%

Previous 1.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$24.05 - $24.86 $6,301 - $6,513	-262 Reduced 0.39%	67,236 $1.67 Billion
Q4 2024 May 09, 2025	BUY	$24.19 - $50.58 $816,388 - $1.71 Million	33,749 Added 100.0%	67,498 $1.64 Billion
Q3 2024 Oct 23, 2024	BUY	$48.4 - $50.91 $46,222 - $48,619	955 Added 2.91%	33,749 $1.71 Billion
Q2 2024 Jul 30, 2024	BUY	$47.85 - $49.0 $163,072 - $166,992	3,408 Added 11.6%	32,794 $1.6 Billion
Q1 2024 Apr 24, 2024	BUY	$48.64 - $49.88 $7,539 - $7,731	155 Added 0.53%	29,386 $1.44 Billion
Q4 2023 Jan 18, 2024	BUY	$47.09 - $49.87 $311,029 - $329,391	6,605 Added 29.19%	29,231 $1.45 Billion
Q3 2023 Oct 19, 2023	SELL	$47.78 - $49.59 $182,615 - $189,532	-3,822 Reduced 14.45%	22,626 $1.08 Billion
Q2 2023 Jul 26, 2023	SELL	$49.25 - $50.96 $21,128 - $21,861	-429 Reduced 1.6%	26,448 $1.3 Billion
Q1 2023 Apr 28, 2023	BUY	$48.55 - $50.78 $1.3 Million - $1.36 Million	26,877 New	26,877 $1.36 Billion

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

375M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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North Ridge Wealth Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History