Financial & Tax Architects, LLC Schwab Intermediate Term Us Tr Transaction History

Financial & Tax Architects, LLC

$393 Billion
Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 101,159 shares of SCHR stock, worth $2.45 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

101,159

Previous 45,055 124.52%

Holding current value

$2.45 Million

Previous $2.28 Billion 7.78%

% of portfolio

0.63%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$24.19 - $50.58 $1.36 Million - $2.84 Million	56,104 Added 124.52%	101,159 $2.46 Billion
Q3 2024 Nov 13, 2024	BUY	$48.4 - $50.91 $9,389 - $9,876	194 Added 0.43%	45,055 $2.28 Billion
Q2 2024 Aug 09, 2024	BUY	$47.85 - $49.0 $19,953 - $20,433	417 Added 0.94%	44,861 $2.19 Billion
Q1 2024 May 08, 2024	BUY	$48.64 - $49.88 $2.16 Million - $2.22 Million	44,444 New	44,444 $2.18 Billion
Q2 2023 Jul 25, 2023	BUY	$49.25 - $50.96 $2.81 Million - $2.91 Million	57,072 New	57,072 $2.81 Billion
Q4 2021 Aug 25, 2023	SELL	$55.82 - $56.81 $182,754 - $185,995	-3,274 Reduced 10.42%	28,138 $1.58 Billion
Q3 2021 Aug 25, 2023	SELL	$56.59 - $57.62 $1.45 Million - $1.48 Million	-25,660 Reduced 44.96%	31,412 $1.78 Billion

Others Institutions Holding SCHR

# of Institutions

402

Shares Held

187M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Financial & Tax Architects, LLC Schwab Intermediate Term Us Tr Transaction History