Intelligence Driven Advisers, LLC Schwab Intermediate Term Us Tr Transaction History

Intelligence Driven Advisers, LLC

$532 Million
Q4 2024

A detailed history of Intelligence Driven Advisers, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 1,627,063 shares of SCHR stock, worth $39.7 Million. This represents 7.43% of its overall portfolio holdings.

Number of Shares

1,627,063

Previous 982,569 65.59%

Holding current value

$39.7 Million

Previous $49.7 Million 20.51%

% of portfolio

7.43%

Previous 7.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$24.19 - $50.58 $15.6 Million - $32.6 Million	644,494 Added 65.59%	1,627,063 $39.5 Million
Q3 2024 Nov 06, 2024	SELL	$48.4 - $50.91 $541,838 - $569,937	-11,195 Reduced 1.13%	982,569 $49.7 Million
Q2 2024 Aug 05, 2024	BUY	$47.85 - $49.0 $440,507 - $451,094	9,206 Added 0.94%	993,764 $48.5 Million
Q1 2024 May 01, 2024	BUY	$48.64 - $49.88 $34 Million - $34.9 Million	699,050 Added 244.84%	984,558 $48.3 Million
Q4 2023 Feb 06, 2024	SELL	$47.09 - $49.87 $572,991 - $606,818	-12,168 Reduced 4.09%	285,508 $14.2 Million
Q3 2023 Nov 07, 2023	BUY	$47.78 - $49.59 $1.11 Million - $1.16 Million	23,323 Added 8.5%	297,676 $14.3 Million
Q2 2023 Jul 18, 2023	BUY	$49.25 - $50.96 $13.5 Million - $14 Million	274,353 New	274,353 $13.5 Million

Others Institutions Holding SCHR

# of Institutions

402

Shares Held

201M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Intelligence Driven Advisers, LLC Schwab Intermediate Term Us Tr Transaction History