Bristlecone Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Bristlecone Advisors, LLC

  • $1.17 Billion
  • Q2 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 5,264 shares of SCHR stock, worth $265,779. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,264
Previous 5,224 0.77%
Holding current value
$265,779
Previous $256,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
405
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
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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