Acropolis Investment Management, LLC Schwab Intermediate Term Us Tr Transaction History

Acropolis Investment Management, LLC

  • $1.5 Billion
  • Q1 2024

A detailed history of Acropolis Investment Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Acropolis Investment Management, LLC holds 4,062 shares of SCHR stock, worth $198,713. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,062
Previous 4,062 -0.0%
Holding current value
$198,713
Previous $201,000 1.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
BUY
$47.09 - $49.87 $33,904 - $35,906
720 Added 21.54%
4,062 $201,000
Q3 2023

Oct 11, 2023
SELL
$47.78 - $49.59 $348,794 - $362,007
-7,300 Reduced 68.6%
3,342 $160,000
Q1 2023

Apr 11, 2023
BUY
$48.55 - $50.78 $16,604 - $17,366
342 Added 3.32%
10,642 $536,000
Q4 2022

Jan 11, 2023
BUY
$48.33 - $50.24 $497,799 - $517,472
10,300 New
10,300 $0

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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