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

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024

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 61,712 shares of SCHR stock, worth $1.53 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
61,712
Previous 41,537 48.57%
Holding current value
$1.53 Million
Previous $2.1 Billion 99.93%
% of portfolio
0.18%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
446
Shares Held
356M
Call Options Held
2.7K
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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