A detailed history of Altiora Financial Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Altiora Financial Group, LLC holds 340,164 shares of SCHR stock, worth $8.3 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
340,164
Previous 343,739 1.04%
Holding current value
$8.3 Million
Previous $16.8 Billion 2.67%
% of portfolio
3.81%
Previous 4.02%

Shares

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

Nov 12, 2024

SELL
$48.4 - $50.91 $173,030 - $182,003
-3,575 Reduced 1.04%
340,164 $17.2 Billion
Q2 2024

Aug 12, 2024

BUY
$47.85 - $49.0 $6.23 Million - $6.38 Million
130,228 Added 60.99%
343,739 $16.8 Billion
Q1 2024

Apr 18, 2024

SELL
$48.64 - $49.88 $620,014 - $635,820
-12,747 Reduced 5.63%
213,511 $10.5 Billion
Q4 2023

Feb 13, 2024

BUY
$47.09 - $49.87 $6.84 Million - $7.25 Million
145,337 Added 179.6%
226,258 $11.2 Billion
Q3 2023

Nov 09, 2023

SELL
$47.78 - $49.59 $3.68 Million - $3.82 Million
-77,111 Reduced 48.79%
80,921 $3.88 Billion
Q2 2023

Jul 19, 2023

SELL
$49.25 - $50.96 $58,903 - $60,948
-1,196 Reduced 0.75%
158,032 $7.79 Billion
Q1 2023

Jul 19, 2023

BUY
$48.55 - $50.78 $508,561 - $531,920
10,475 Added 7.04%
159,228 $8.03 Billion
Q4 2022

Jul 19, 2023

BUY
$48.12 - $50.24 $7.16 Million - $7.47 Million
148,753 New
148,753 $7.32 Billion

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


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

Track Altiora Financial Group, LLC Portfolio

Follow Altiora Financial Group, 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 Altiora Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altiora Financial Group, LLC with notifications on news.