Portland Financial Advisors Inc Schwab Intermediate Term Us Tr Transaction History

Portland Financial Advisors Inc

  • $46.9 Billion
  • Q3 2025

A detailed history of Portland Financial Advisors Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Portland Financial Advisors Inc holds 16,794 shares of SCHR stock, worth $423,712. This represents 0.9% of its overall portfolio holdings.

Number of Shares
16,794
Previous 16,924 0.77%
Holding current value
$423,712
Previous $424 Million 0.37%
% of portfolio
0.9%
Previous 1.02%

Shares

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

Oct 28, 2025
SELL
$24.69 - $25.26 $3,209 - $3,283
-130 Reduced 0.77%
16,794 $422 Million
Q1 2025

May 08, 2025
BUY
$24.05 - $24.86 $30,399 - $31,423
1,264 Added 8.07%
16,924 $421 Million
Q4 2024

Feb 04, 2025
BUY
$24.19 - $50.58 $378,815 - $792,082
15,660 New
15,660 $380 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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