Capital Directions Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
N/A
-430 Closed
0 $21,000
Q2 2022

Jul 26, 2022
SELL
N/A
-200 Reduced 31.75%
430 $22,000
Q1 2022

May 16, 2022
BUY
N/A
630 New
630 $34,000
Q4 2021

Feb 22, 2022
SELL
N/A
-630 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
N/A
630 New
630 $36,000
Q1 2021

May 17, 2021
SELL
N/A
-1,030 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
N/A
600 Added 139.53%
1,030 $61,000
Q3 2020

Nov 12, 2020
BUY
N/A
37 Added 9.41%
430 $25,000
Q4 2019

Feb 05, 2020
SELL
N/A
-510 Reduced 56.48%
393 $22,000
Q3 2019

Nov 14, 2019
BUY
N/A
510 Added 129.77%
903 $50,000
Q1 2018

May 10, 2018
BUY
N/A
100 Added 34.13%
393 $21,000
Q2 2017

Aug 15, 2017
BUY
N/A
293
293 $16,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Capital Directions Investment Advisors, LLC Portfolio

Follow Capital Directions Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Directions Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email