Prevail Innovative Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

$446 Billion
Q2 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 66,729 shares of SCHR stock, worth $1.68 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

66,729

Previous 99,733 33.09%

Holding current value

$1.68 Million

Previous $2.48 Billion 32.64%

% of portfolio

0.37%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$24.54 - $25.07 $809,918 - $827,410	-33,004 Reduced 33.09%	66,729 $1.67 Billion
Q1 2025 May 02, 2025	BUY	$24.05 - $24.86 $121,596 - $125,692	5,056 Added 5.34%	99,733 $2.48 Billion
Q4 2024 Feb 12, 2025	BUY	$24.19 - $50.58 $81,254 - $169,898	3,359 Added 3.68%	94,677 $2.3 Billion
Q3 2024 Nov 13, 2024	BUY	$48.4 - $50.91 $2.05 Million - $2.15 Million	42,302 Added 86.3%	91,318 $4.62 Billion
Q2 2024 Aug 08, 2024	BUY	$47.85 - $49.0 $1.17 Million - $1.2 Million	24,449 Added 99.52%	49,016 $2.39 Billion
Q1 2024 May 09, 2024	BUY	$48.64 - $49.88 $1.19 Million - $1.23 Million	24,567 New	24,567 $1.21 Billion

Others Institutions Holding SCHR

# of Institutions

496

Shares Held

371M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Prevail Innovative Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History