A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 2,718 shares of SCHR stock, worth $65,802. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,718
Previous 1,863 45.89%
Holding current value
$65,802
Previous $90,000 52.22%
% of portfolio
0.11%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$48.4 - $50.91 $41,382 - $43,528
855 Added 45.89%
2,718 $137,000
Q2 2024

Jul 23, 2024

BUY
$47.85 - $49.0 $89,144 - $91,287
1,863 New
1,863 $90,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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