Note Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Note Advisors, LLC

  • $168 Billion
  • Q3 2025

A detailed history of Note Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Note Advisors, LLC holds 14,968 shares of SCHR stock, worth $375,846. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,968
Previous 14,518 3.1%
Holding current value
$375,846
Previous $363 Million 3.51%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Nov 14, 2025
BUY
$24.69 - $25.26 $11,110 - $11,367
450 Added 3.1%
14,968 $376 Million
Q2 2025

Aug 14, 2025
SELL
$24.54 - $25.07 $32,392 - $33,092
-1,320 Reduced 8.33%
14,518 $363 Million
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $383,121 - $801,086
15,838 New
15,838 $385 Million

Others Institutions Holding SCHR

# of Institutions
515
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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