Intelligence Driven Advisers, LLC SCHR Holdings History
Intelligence Driven Advisers, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, Intelligence Driven Advisers, LLC held 1.77 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $44.23 Mil. This investment constitutes 6.67% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.4% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2023Q2. And since then Intelligence Driven Advisers, LLC has made 6 purchases of SCHR, at an average price of $36.42, for a total of 2.14 Mil shares. In addition, there have been 3 sales at an average price of $25.36 for 375,423.00 shares. Based on historical transaction data and SCHR's current price of $24.76, Intelligence Driven Advisers, LLC's estimated gain on his SCHR holdings is $-24.76 Mil, reflecting a -31.73% gain to date.
Intelligence Driven Advisers, LLC SCHR ($24.76) Holding Chart
Intelligence Driven Advisers, LLC SCHR ($24.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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