Altiora Financial Group, LLC Schwab Intermediate Term Us Tr Transaction History

Altiora Financial Group, LLC

  • $470 Billion
  • Q1 2025

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 632,289 shares of SCHR stock, worth $15.9 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
632,289
Previous 638,791 1.02%
Holding current value
$15.9 Million
Previous $15.5 Billion 1.3%
% of portfolio
3.34%
Previous 3.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$24.05 - $24.86 $156,373 - $161,639
-6,502 Reduced 1.02%
632,289 $15.7 Billion
Q4 2024

Feb 07, 2025
BUY
$24.19 - $50.58 $7.22 Million - $15.1 Million
298,627 Added 87.79%
638,791 $15.5 Billion
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

# of Institutions
475
Shares Held
359M
Call Options Held
900
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email