Capital Investment Advisory Services, LLC Schwab Intermediate Term Us Tr Transaction History

Capital Investment Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 506 shares of SCHR stock, worth $12,594. This represents 0.0% of its overall portfolio holdings.

Number of Shares
506
Previous 406 24.63%
Holding current value
$12,594
Previous $9,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 29, 2025
BUY
$24.05 - $24.86 $2,405 - $2,486
100 Added 24.63%
506 $12,000
Q4 2024

Jan 23, 2025
BUY
$24.19 - $50.58 $4,910 - $10,267
203 Added 100.0%
406 $9,000
Q4 2023

Feb 01, 2024
SELL
$47.09 - $49.87 $20,719 - $21,942
-440 Reduced 68.43%
203 $10,000
Q3 2023

Nov 02, 2023
BUY
$47.78 - $49.59 $47 - $49
1 Added 0.16%
643 $30,000
Q2 2023

Jul 28, 2023
BUY
$49.25 - $50.96 $49 - $50
1 Added 0.16%
642 $31,000
Q1 2023

Apr 21, 2023
SELL
$48.55 - $50.78 $16,943 - $17,722
-349 Reduced 35.25%
641 $32,000
Q4 2022

Feb 03, 2023
SELL
$48.12 - $50.24 $85,846 - $89,628
-1,784 Reduced 64.31%
990 $48,000
Q3 2022

Oct 26, 2022
BUY
$48.68 - $52.54 $2,726 - $2,942
56 Added 2.06%
2,774 $136,000
Q2 2022

Jul 22, 2022
SELL
$50.08 - $52.78 $3,655 - $3,852
-73 Reduced 2.62%
2,718 $140,000
Q4 2021

Feb 01, 2022
BUY
$55.82 - $56.81 $55 - $56
1 Added 0.04%
2,791 $157,000
Q3 2021

Oct 28, 2021
SELL
$56.59 - $57.62 $56,420 - $57,447
-997 Reduced 26.33%
2,790 $158,000
Q2 2021

Jul 27, 2021
SELL
$56.38 - $57.16 $39,127 - $39,669
-694 Reduced 15.49%
3,787 $215,000
Q1 2021

May 05, 2021
SELL
$56.41 - $58.25 $884,170 - $913,010
-15,674 Reduced 77.77%
4,481 $253,000
Q4 2020

Jan 25, 2021
SELL
$57.98 - $58.64 $44,644 - $45,152
-770 Reduced 3.68%
20,155 $1.17 Million
Q3 2020

Oct 19, 2020
SELL
$58.56 - $58.96 $3,806 - $3,832
-65 Reduced 0.31%
20,925 $1.23 Million
Q2 2020

Aug 05, 2020
SELL
$58.18 - $58.86 $525,132 - $531,270
-9,026 Reduced 30.07%
20,990 $1.23 Million
Q1 2020

Apr 28, 2020
BUY
$55.04 - $58.78 $658,498 - $703,243
11,964 Added 66.28%
30,016 $1.76 Million
Q4 2019

Feb 04, 2020
BUY
$54.79 - $56.05 $658,192 - $673,328
12,013 Added 198.92%
18,052 $992,000
Q3 2019

Oct 17, 2019
BUY
$54.92 - $55.68 $494 - $501
9 Added 0.15%
6,039 $336,000
Q2 2019

Aug 08, 2019
BUY
N/A
234 Added 4.04%
6,030 $331,000
Q1 2019

Apr 23, 2019
BUY
N/A
5,289 Added 1043.2%
5,796 $312,000
Q4 2018

Feb 04, 2019
BUY
N/A
507 New
507 $27,000

Others Institutions Holding SCHR

# of Institutions
486
Shares Held
364M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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