A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 10,721 shares of SCHR stock, worth $259,555. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,721
Previous 11,289 5.03%
Holding current value
$259,555
Previous $551 Million 1.47%
% of portfolio
0.07%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$48.4 - $50.91 $27,491 - $28,916
-568 Reduced 5.03%
10,721 $542 Million
Q2 2024

Aug 14, 2024

BUY
$47.85 - $49.0 $1,626 - $1,666
34 Added 0.3%
11,289 $551 Million
Q1 2024

May 15, 2024

SELL
$48.64 - $49.88 $59,194 - $60,703
-1,217 Reduced 9.76%
11,255 $552 Million
Q4 2023

Feb 14, 2024

SELL
$47.09 - $49.87 $64,183 - $67,972
-1,363 Reduced 9.85%
12,472 $620 Million
Q3 2023

May 28, 2024

SELL
$47.78 - $49.59 $21,453 - $22,265
-449 Reduced 3.41%
12,737 $610,000
Q2 2023

May 28, 2024

SELL
$49.25 - $50.96 $10,687 - $11,058
-217 Reduced 1.62%
13,186 $649,000
Q1 2023

May 28, 2024

SELL
$48.55 - $50.78 $5,194 - $5,433
-107 Reduced 0.79%
13,403 $675,000
Q4 2022

May 28, 2024

SELL
$48.12 - $50.24 $6,448 - $6,732
-134 Reduced 0.98%
13,510 $665,000
Q3 2022

May 28, 2024

BUY
$48.68 - $52.54 $1,168 - $1,260
24 Added 0.18%
13,644 $0
Q2 2022

May 28, 2024

SELL
$50.08 - $52.78 $6,310 - $6,650
-126 Reduced 0.92%
13,620 $0
Q1 2022

May 28, 2024

BUY
$52.72 - $55.84 $131,325 - $139,097
2,491 Added 22.13%
13,746 $0
Q4 2021

Feb 14, 2022

BUY
$55.82 - $56.81 $893 - $908
16 Added 0.12%
13,835 $777,000
Q3 2021

Nov 12, 2021

SELL
$56.59 - $57.62 $3,112 - $3,169
-55 Reduced 0.4%
13,819 $0
Q2 2021

Aug 05, 2021

SELL
$56.38 - $57.16 $5,638 - $5,716
-100 Reduced 0.72%
13,874 $789,000
Q1 2021

May 20, 2021

SELL
$56.41 - $58.25 $169 - $174
-3 Reduced 0.02%
13,974 $788,000
Q4 2020

Mar 04, 2021

SELL
$57.98 - $58.64 $4,696 - $4,749
-81 Reduced 0.58%
13,977 $814,000
Q3 2020

Nov 03, 2020

SELL
$58.56 - $58.96 $9,545 - $9,610
-163 Reduced 1.15%
14,058 $825,000
Q2 2020

Aug 20, 2020

BUY
$58.18 - $58.86 $827,377 - $837,048
14,221 New
14,221 $836,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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