Asset Planning Corporation Schwab Intermediate Term Us Tr Transaction History

Asset Planning Corporation

  • $136 Million
  • Q1 2024

A detailed history of Asset Planning Corporation transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Asset Planning Corporation holds 4,652 shares of SCHR stock, worth $227,575. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,652
Previous 5,233 11.1%
Holding current value
$227,575
Previous $260,000 12.31%
% of portfolio
0.17%
Previous 0.2%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$48.64 - $49.88 $28,259 - $28,980
-581 Reduced 11.1%
4,652 $228,000
Q4 2023

Jan 18, 2024
SELL
$47.09 - $49.87 $34,422 - $36,454
-731 Reduced 12.26%
5,233 $260,000
Q3 2023

Oct 16, 2023
BUY
$47.78 - $49.59 $1,385 - $1,438
29 Added 0.49%
5,964 $285,000
Q2 2023

Jul 12, 2023
SELL
$49.25 - $50.96 $3,693 - $3,822
-75 Reduced 1.25%
5,935 $292,000
Q1 2023

Apr 14, 2023
SELL
$48.55 - $50.78 $7,865 - $8,226
-162 Reduced 2.62%
6,010 $303,000
Q4 2022

Jan 27, 2023
SELL
$48.33 - $50.24 $77,086 - $80,132
-1,595 Reduced 20.54%
6,172 $0
Q3 2022

Oct 31, 2022
SELL
N/A
-659 Reduced 7.82%
7,767 $382,000
Q2 2022

Jul 27, 2022
SELL
N/A
-4,247 Reduced 33.51%
8,426 $435,000
Q1 2022

May 13, 2022
SELL
N/A
-195 Reduced 1.52%
12,673 $675,000
Q4 2021

Feb 08, 2022
BUY
N/A
13 Added 0.1%
12,868 $722,000
Q3 2021

Nov 16, 2021
BUY
N/A
447 Added 3.6%
12,855 $729,000
Q2 2021

Aug 16, 2021
SELL
N/A
-6,372 Reduced 33.93%
12,408 $706,000
Q1 2021

May 17, 2021
SELL
N/A
-136,014 Reduced 87.87%
18,780 $1.06 Million
Q4 2020

Feb 16, 2021
BUY
N/A
154,794 New
154,794 $9.01 Million

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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