Atticus Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Atticus Wealth Management, LLC

  • $271 Million
  • Q1 2024

A detailed history of Atticus Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 37 shares of SCHR stock, worth $1,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 244 84.84%
Holding current value
$1,810
Previous $12,000 91.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 17, 2024
SELL
$48.64 - $49.88 $10,068 - $10,325
-207 Reduced 84.84%
37 $1,000
Q4 2023

Jan 17, 2024
SELL
$47.09 - $49.87 $172,302 - $182,474
-3,659 Reduced 93.75%
244 $12,000
Q3 2023

Nov 15, 2023
SELL
$47.78 - $49.59 $20,449 - $21,224
-428 Reduced 9.88%
3,903 $187,000
Q2 2023

Jul 20, 2023
SELL
$49.25 - $50.96 $2,364 - $2,446
-48 Reduced 1.1%
4,331 $213,000
Q1 2023

Apr 17, 2023
BUY
$48.55 - $50.78 $212,600 - $222,365
4,379 New
4,379 $220,000

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

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