A detailed history of Capital Analysts, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 3,217 shares of SCHR stock, worth $79,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,217
Previous 4,268 24.63%
Holding current value
$79,138
Previous $208,000 21.63%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$48.4 - $50.91 $50,868 - $53,506
-1,051 Reduced 24.63%
3,217 $163,000
Q2 2024

Aug 14, 2024

BUY
$47.85 - $49.0 $204,223 - $209,132
4,268 New
4,268 $208,000
Q1 2021

May 17, 2021

SELL
$56.41 - $58.25 $789 - $815
-14 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$57.98 - $58.64 $811 - $820
14 New
14 $1,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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