Capital Analysts, LLC Schwab Intermediate Term Us Tr Transaction History

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025

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 12,947 shares of SCHR stock, worth $319,531. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,947
Previous 9,262 39.79%
Holding current value
$319,531
Previous $225,000 43.11%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$24.05 - $24.86 $88,624 - $91,609
3,685 Added 39.79%
12,947 $322,000
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $146,228 - $305,756
6,045 Added 187.91%
9,262 $225,000
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

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
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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