Cape Investment Advisory, Inc. Schwab Intermediate Term Us Tr Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 270 shares of SCHR stock, worth $6,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares
270
Previous 135 100.0%
Holding current value
$6,698
Previous $6.83 Million 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$24.19 - $50.58 $3,265 - $6,828
135 Added 100.0%
270 $6.56 Million
Q1 2024

Jun 21, 2024
BUY
$48.64 - $49.88 $1,459 - $1,496
30 Added 28.57%
135 $6.62 Million
Q4 2023

Feb 12, 2024
SELL
$47.09 - $49.87 $3,437 - $3,640
-73 Reduced 41.01%
105 $5.22 Million
Q3 2023

Nov 06, 2023
BUY
$47.78 - $49.59 $8,504 - $8,827
178 New
178 $8.53 Million

Others Institutions Holding SCHR

# of Institutions
446
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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