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

Intelligence Driven Advisers, LLC

  • $706 Million
  • Q2 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 993,764 shares of SCHR stock, worth $24.5 Million. This represents 6.87% of its overall portfolio holdings.

Number of Shares
993,764
Previous 984,558 0.94%
Holding current value
$24.5 Million
Previous $48.3 Million 0.36%
% of portfolio
6.87%
Previous 7.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
146M
Call Options Held
2.3K
Put Options Held
7.4K
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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