True Link Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

True Link Financial Advisors, LLC

  • $1.44 Billion
  • Q2 2025

A detailed history of True Link Financial Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 40,302 shares of SCHR stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
40,302
Previous 40,266 0.09%
Holding current value
$1.01 Million
Previous $1 Million 0.7%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 24, 2025
BUY
$24.54 - $25.07 $883 - $902
36 Added 0.09%
40,302 $1.01 Million
Q1 2025

Apr 21, 2025
BUY
$24.05 - $24.86 $291,365 - $301,178
12,115 Added 43.04%
40,266 $1 Million
Q4 2024

Jan 16, 2025
BUY
$24.19 - $50.58 $680,972 - $1.42 Million
28,151 New
28,151 $683,000
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $15,974 - $16,919
-303 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$57.98 - $58.64 $17,567 - $17,767
303 New
303 $18,000

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
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