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

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 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 135 shares of SCHR stock, worth $3,292. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 135 -0.0%
Holding current value
$3,292
Previous $6.58 Million 3.75%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
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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