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

Andrews, Lucia Wealth Management LLC

  • $140 Million
  • Q1 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 $242,600. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$242,600
Previous $248,000 1.21%
% of portfolio
0.17%
Previous 0.19%

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
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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