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
$48.68 - $52.54 $20,932 - $22,592
-430 Closed
0 $21,000
Q2 2022

Jul 26, 2022
SELL
$50.08 - $52.78 $10,016 - $10,556
-200 Reduced 31.75%
430 $22,000
Q1 2022

May 16, 2022
BUY
$52.72 - $55.84 $33,213 - $35,179
630 New
630 $34,000
Q4 2021

Feb 22, 2022
SELL
$55.82 - $56.81 $35,166 - $35,790
-630 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$56.38 - $57.16 $35,519 - $36,010
630 New
630 $36,000
Q1 2021

May 17, 2021
SELL
$56.41 - $58.25 $58,102 - $59,997
-1,030 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$57.98 - $58.64 $34,788 - $35,184
600 Added 139.53%
1,030 $61,000
Q3 2020

Nov 12, 2020
BUY
$58.56 - $58.96 $2,166 - $2,181
37 Added 9.41%
430 $25,000
Q4 2019

Feb 05, 2020
SELL
$54.79 - $56.05 $27,942 - $28,585
-510 Reduced 56.48%
393 $22,000
Q3 2019

Nov 14, 2019
BUY
$54.92 - $55.68 $28,009 - $28,396
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
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
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More about SCHR
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