Note Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 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 14,518 shares of SCHR stock, worth $366,289. This represents 0.25% of its overall portfolio holdings.

Number of Shares
14,518
Previous 15,838 8.33%
Holding current value
$366,289
Previous $394 Million 7.71%
% of portfolio
0.25%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
497
Shares Held
375M
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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