Savvy Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

Savvy Advisors, Inc.

  • $173 Billion
  • Q1 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 7,524 shares of SCHR stock, worth $368,074. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,524
Previous 5,353 40.56%
Holding current value
$368,074
Previous $266 Million 38.66%
% of portfolio
0.21%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$48.64 - $49.88 $105,597 - $108,289
2,171 Added 40.56%
7,524 $369 Million
Q4 2023

Feb 08, 2024
BUY
$47.09 - $49.87 $252,072 - $266,954
5,353 New
5,353 $266 Million

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
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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