Intelligence Driven Advisers, LLC SCHR holdings history
SCHWAB INTERMEDIATE-TERM US · CUSIP 808524854 · CIK 1819955
As of 2026-06-30, Intelligence Driven Advisers, LLC reported 28.97K SCHR (shares), valued at $714.47K, or 0.12% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 98.23%; reported value decreased 98.25%, and weight changed -7.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.12% | 28,973 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 7.13% | 1,640,713 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 6.34% | 1,768,966 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 6.60% | 1,894,934 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 6.67% | 1,767,135 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 7.67% | 1,601,883 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 7.43% | 1,627,063 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 7.11% | 982,569 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 6.87% | 993,764 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 7.14% | 984,558 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 2.30% | 285,508 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 2.52% | 297,676 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.52% | 297,676 | $14.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 2.30% | 285,508 | $14.23M | Shares decreased 4.09%; reported value increased 0.34%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 7.14% | 984,558 | $48.29M | Shares increased 244.84%; reported value increased 239.38%, and weight changed +4.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 6.87% | 993,764 | $48.47M | Shares increased 0.94%; reported value increased 0.36%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 7.11% | 982,569 | $49.72M | Shares decreased 1.13%; reported value increased 2.58%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 7.43% | 1,627,063 | $39.52M | Shares increased 65.59%; reported value decreased 20.51%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 7.67% | 1,601,883 | $39.82M | Shares decreased 1.55%; reported value increased 0.76%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 6.67% | 1,767,135 | $44.23M | Shares increased 10.32%; reported value increased 11.07%, and weight changed -1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 6.60% | 1,894,934 | $47.62M | Shares increased 7.23%; reported value increased 7.66%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 6.34% | 1,768,966 | $44.37M | Shares decreased 6.65%; reported value decreased 6.83%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 7.13% | 1,640,713 | $40.87M | Shares decreased 7.25%; reported value decreased 7.88%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.12% | 28,973 | $714.47K | Shares decreased 98.23%; reported value decreased 98.25%, and weight changed -7.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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