Rise Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Rise Advisors, LLC

  • $242 Million
  • Q2 2025

A detailed history of Rise Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 881 shares of SCHR stock, worth $22,210. This represents 0.01% of its overall portfolio holdings.

Number of Shares
881
Previous 838 5.13%
Holding current value
$22,210
Previous $20,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$24.54 - $25.07 $1,055 - $1,078
43 Added 5.13%
881 $22,000
Q1 2025

May 15, 2025
BUY
$24.05 - $24.86 $120 - $124
5 Added 0.6%
838 $20,000
Q4 2024

Jan 07, 2025
BUY
$24.19 - $50.58 $10,208 - $21,344
422 Added 102.68%
833 $20,000
Q3 2024

Oct 11, 2024
BUY
$48.4 - $50.91 $19,892 - $20,924
411 New
411 $20,000
Q3 2023

Oct 10, 2023
SELL
$47.78 - $49.59 $2,532 - $2,628
-53 Reduced 98.15%
1 $0
Q2 2023

Jul 10, 2023
BUY
$49.25 - $50.96 $49 - $50
1 Added 1.89%
54 $2,000
Q4 2022

Jan 06, 2023
BUY
$48.12 - $50.24 $48 - $50
1 Added 1.92%
53 $0
Q2 2022

Jul 28, 2022
BUY
$50.08 - $52.78 $2,604 - $2,744
52 New
52 $3,000

Others Institutions Holding SCHR

# of Institutions
496
Shares Held
371M
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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email