Shares

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

Feb 09, 2024

BUY
$47.09 - $49.87 $131,852 - $139,636
2,800 New
2,800 $139,000
Q1 2023

May 17, 2023

BUY
$48.55 - $50.78 $8,933 - $9,343
184 Added 5.69%
3,417 $172,000
Q4 2022

Feb 13, 2023

BUY
$48.12 - $50.24 $155,571 - $162,425
3,233 New
3,233 $159,000
Q2 2022

Aug 02, 2022

SELL
$50.08 - $52.78 $24,889 - $26,231
-497 Reduced 7.36%
6,255 $323,000
Q1 2022

May 23, 2022

SELL
$52.72 - $55.84 $180,671 - $191,363
-3,427 Reduced 33.67%
6,752 $360,000
Q4 2021

Feb 14, 2022

SELL
$55.82 - $56.81 $153,672 - $156,397
-2,753 Reduced 21.29%
10,179 $571,000
Q3 2021

Nov 05, 2021

BUY
$56.59 - $57.62 $183,917 - $187,265
3,250 Added 33.57%
12,932 $733,000
Q2 2021

Aug 12, 2021

SELL
$56.38 - $57.16 $73,012 - $74,022
-1,295 Reduced 11.8%
9,682 $551,000
Q1 2021

May 24, 2021

BUY
$56.41 - $58.25 $247,414 - $255,484
4,386 Added 66.55%
10,977 $619,000
Q4 2020

Feb 09, 2021

SELL
$57.98 - $58.64 $229,078 - $231,686
-3,951 Reduced 37.48%
6,591 $384,000
Q3 2020

Nov 16, 2020

BUY
$58.56 - $58.96 $56,276 - $56,660
961 Added 10.03%
10,542 $619,000
Q2 2020

Aug 10, 2020

SELL
$58.18 - $58.86 $479,926 - $485,536
-8,249 Reduced 46.26%
9,581 $563,000
Q1 2020

May 15, 2020

BUY
$55.04 - $58.78 $18,603 - $19,867
338 Added 1.93%
17,830 $1.05 Million
Q4 2019

Feb 04, 2020

BUY
$54.79 - $56.05 $529,654 - $541,835
9,667 Added 123.54%
17,492 $961,000
Q2 2019

Aug 01, 2019

BUY
N/A
6,132 Added 362.2%
7,825 $0
Q1 2019

May 20, 2019

BUY
N/A
233 Added 15.96%
1,693 $91,000
Q4 2018

Feb 15, 2019

BUY
N/A
1,382 Added 1771.79%
1,460 $77,000
Q2 2018

Jul 27, 2018

SELL
N/A
-972 Reduced 92.57%
78 $4,000
Q1 2018

Apr 23, 2018

SELL
N/A
-315 Reduced 23.08%
1,050 $0
Q4 2017

Feb 08, 2018

SELL
N/A
-45 Reduced 3.19%
1,365 $73,000
Q3 2017

Oct 12, 2017

BUY
N/A
22 Added 1.59%
1,410 $76,000
Q2 2017

Aug 17, 2017

BUY
N/A
1,388
1,388 $75,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Advisory Services Network, LLC Portfolio

Follow Advisory Services Network, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisory Services Network, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Services Network, LLC with notifications on news.