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

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

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 65,736 shares of SCHR stock, worth $1.66 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

65,736

Previous 70,855 7.22%

Holding current value

$1.66 Million

Previous $1.76 Million 6.59%

% of portfolio

0.11%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$24.54 - $25.07 $125,620 - $128,333	-5,119 Reduced 7.22%	65,736 $1.65 Million
Q1 2025 May 12, 2025	BUY	$24.05 - $24.86 $219,889 - $227,294	9,143 Added 14.82%	70,855 $1.76 Million
Q4 2024 Feb 13, 2025	BUY	$24.19 - $50.58 $488,033 - $1.02 Million	20,175 Added 48.57%	61,712 $1.5 Million
Q3 2024 Nov 05, 2024	BUY	$48.4 - $50.91 $1.6 Million - $1.68 Million	33,008 Added 387.01%	41,537 $2.1 Billion
Q2 2024 Aug 14, 2024	BUY	$47.85 - $49.0 $48,089 - $49,245	1,005 Added 13.36%	8,529 $416 Million
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

498

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