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

Altiora Financial Group, LLC

$460 Billion
Q4 2024

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 638,791 shares of SCHR stock, worth $15.8 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

638,791

Previous 340,164 87.79%

Holding current value

$15.8 Million

Previous $17.2 Billion 9.85%

% of portfolio

3.38%

Previous 3.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

446

Shares Held

356M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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