Apella Capital, LLC Schwab Intermediate Term Us Tr Transaction History

Apella Capital, LLC

$2.41 Billion
Q3 2024

A detailed history of Apella Capital, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Apella Capital, LLC holds 5,570 shares of SCHR stock, worth $281,229. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,570

Previous 5,981 6.87%

Holding current value

$281,229

Previous $291,000 3.44%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	SELL	$48.4 - $50.91 $19,892 - $20,924	-411 Reduced 6.87%	5,570 $281,000
Q2 2024 Jul 10, 2024	BUY	$47.85 - $49.0 $64,788 - $66,346	1,354 Added 29.26%	5,981 $291,000
Q1 2024 Apr 10, 2024	SELL	$48.64 - $49.88 $29,184 - $29,928	-600 Reduced 11.48%	4,627 $226,000
Q4 2023 Jan 05, 2024	SELL	$47.09 - $49.87 $97,664 - $103,430	-2,074 Reduced 28.41%	5,227 $259,000
Q3 2023 Oct 10, 2023	SELL	$47.78 - $49.59 $1,815 - $1,884	-38 Reduced 0.52%	7,301 $350,000
Q2 2023 Jul 06, 2023	SELL	$49.25 - $50.96 $4,334 - $4,484	-88 Reduced 1.18%	7,339 $361,000
Q4 2022 Jan 10, 2023	SELL	$48.12 - $50.24 $14,724 - $15,373	-306 Reduced 3.96%	7,427 $0
Q3 2022 Oct 11, 2022	SELL	$48.68 - $52.54 $7,983 - $8,616	-164 Reduced 2.08%	7,733 $380,000
Q4 2021 Jan 13, 2022	SELL	$55.82 - $56.81 $7,703 - $7,839	-138 Reduced 1.72%	7,897 $443,000
Q3 2021 Jan 18, 2022	BUY	$56.59 - $57.62 $454,700 - $462,976	8,035 New	8,035 $456,000
Q3 2021 Oct 12, 2021	SELL	$56.59 - $57.62 $467,093 - $475,595	-8,254 Closed	0 $0
Q2 2021 Jan 18, 2022	BUY	$56.38 - $57.16 $465,360 - $471,798	8,254 New	8,254 $469,000

Others Institutions Holding SCHR

# of Institutions

405

Shares Held

142M

Call Options Held

2.3K

Put Options Held

7.4K

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Apella Capital, LLC Schwab Intermediate Term Us Tr Transaction History