Bristlecone Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Bristlecone Advisors, LLC

$1.27 Billion
Q4 2024

A detailed history of Bristlecone Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 2,180 shares of SCHR stock, worth $53,388. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,180

Previous 5,303 58.89%

Holding current value

$53,388

Previous $268,000 80.6%

% of portfolio

0.0%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$24.19 - $50.58 $75,545 - $157,961	-3,123 Reduced 58.89%	2,180 $52,000
Q3 2024 Oct 24, 2024	BUY	$48.4 - $50.91 $1,887 - $1,985	39 Added 0.74%	5,303 $268,000
Q2 2024 Jul 25, 2024	BUY	$47.85 - $49.0 $1,914 - $1,960	40 Added 0.77%	5,264 $256,000
Q1 2024 Apr 22, 2024	BUY	$48.64 - $49.88 $1,167 - $1,197	24 Added 0.46%	5,224 $256,000
Q4 2023 Jan 25, 2024	BUY	$47.09 - $49.87 $244,868 - $259,324	5,200 New	5,200 $258,000
Q2 2023 Aug 03, 2023	BUY	$49.25 - $50.96 $80,523 - $83,319	1,635 Added 68.27%	4,030 $198,000
Q1 2023 May 11, 2023	BUY	$48.55 - $50.78 $116,277 - $121,618	2,395 New	2,395 $120,000

Others Institutions Holding SCHR

# of Institutions

443

Shares Held

356M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Bristlecone Advisors, LLC Schwab Intermediate Term Us Tr Transaction History