Andrews, Lucia Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,000 shares of SCHR stock, worth $121,649. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$121,649
Previous $243,000 4.12%
% of portfolio
0.17%
Previous 0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023
BUY
$49.25 - $50.96 $246,250 - $254,800
5,000 New
5,000 $246,000

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
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 Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth Management 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 Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email