Advocate Group LLC Schwab Intermediate Term Us Tr Transaction History

Advocate Group LLC

  • $496 Million
  • Q2 2024

A detailed history of Advocate Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Advocate Group LLC holds 101,516 shares of SCHR stock, worth $5.13 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
101,516
Previous 100,402 1.11%
Holding current value
$5.13 Million
Previous $4.92 Million 0.53%
% of portfolio
1.0%
Previous 0.98%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$47.85 - $49.0 $53,304 - $54,586
1,114 Added 1.11%
101,516 $4.95 Million
Q1 2024

Apr 25, 2024
BUY
$48.64 - $49.88 $1.27 Million - $1.3 Million
26,074 Added 35.08%
100,402 $4.92 Million
Q4 2023

Jan 19, 2024
BUY
$47.09 - $49.87 $2.17 Million - $2.3 Million
46,161 Added 163.88%
74,328 $3.7 Million
Q3 2023

Oct 17, 2023
BUY
$47.78 - $49.59 $149,216 - $154,869
3,123 Added 12.47%
28,167 $1.35 Million
Q2 2023

Jul 20, 2023
BUY
$49.25 - $50.96 $1.23 Million - $1.28 Million
25,044 New
25,044 $1.23 Million

Others Institutions Holding SCHR

# of Institutions
405
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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