Captrust Financial Advisors Schwab Intermediate Term Us Tr Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 34,454 shares of SCHR stock, worth $869,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,454
Previous 34,016 1.29%
Holding current value
$869,274
Previous $845,000 2.01%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.54 - $25.07 $10,748 - $10,980
438 Added 1.29%
34,454 $862,000
Q1 2025

May 14, 2025
SELL
$24.05 - $24.86 $2.24 Million - $2.32 Million
-93,326 Reduced 73.29%
34,016 $845,000
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $2.73 Million - $5.71 Million
112,918 Added 782.85%
127,342 $3.09 Million
Q3 2024

Nov 14, 2024
SELL
$48.4 - $50.91 $1,355 - $1,425
-28 Reduced 0.19%
14,424 $729,000
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $14,307 - $14,651
299 Added 2.11%
14,452 $704,000
Q1 2024

May 15, 2024
BUY
$48.64 - $49.88 $187,312 - $192,087
3,851 Added 37.38%
14,153 $694,000
Q4 2023

Feb 14, 2024
SELL
$47.09 - $49.87 $8,334 - $8,826
-177 Reduced 1.69%
10,302 $512,000
Q3 2023

Nov 14, 2023
SELL
$47.78 - $49.59 $22,456 - $23,307
-470 Reduced 4.29%
10,479 $502,000
Q2 2023

Aug 14, 2023
BUY
$49.25 - $50.96 $80,080 - $82,860
1,626 Added 17.44%
10,949 $539,000
Q1 2023

May 15, 2023
SELL
$48.55 - $50.78 $435,153 - $455,141
-8,963 Reduced 49.02%
9,323 $470,000
Q4 2022

Feb 15, 2023
SELL
$48.12 - $50.24 $67,368 - $70,336
-1,400 Reduced 7.11%
18,286 $900,000
Q3 2022

Nov 16, 2022
SELL
$48.68 - $52.54 $6.9 Million - $7.44 Million
-141,669 Reduced 87.8%
19,686 $967,000
Q2 2022

Aug 16, 2022
BUY
$50.08 - $52.78 $7.27 Million - $7.66 Million
145,069 Added 890.76%
161,355 $8.33 Million
Q1 2022

May 16, 2022
BUY
$52.72 - $55.84 $96,477 - $102,187
1,830 Added 12.66%
16,286 $867,000
Q4 2021

Feb 14, 2022
BUY
$55.82 - $56.81 $2,735 - $2,783
49 Added 0.34%
14,456 $812,000
Q3 2021

Nov 16, 2021
BUY
$56.59 - $57.62 $1,018 - $1,037
18 Added 0.13%
14,407 $817,000
Q2 2021

Aug 16, 2021
SELL
$56.38 - $57.16 $20,353 - $20,634
-361 Reduced 2.45%
14,389 $818,000
Q1 2021

May 17, 2021
SELL
$56.41 - $58.25 $511,469 - $528,152
-9,067 Reduced 38.07%
14,750 $832,000
Q4 2020

Feb 16, 2021
SELL
$57.98 - $58.64 $24,931 - $25,215
-430 Reduced 1.77%
23,817 $1.39 Million
Q3 2020

Nov 17, 2020
SELL
$58.56 - $58.96 $1.58 Million - $1.6 Million
-27,058 Reduced 52.74%
24,247 $1.42 Million
Q2 2020

Aug 14, 2020
SELL
$58.18 - $58.86 $15,184 - $15,362
-261 Reduced 0.51%
51,305 $3.01 Million
Q1 2020

May 15, 2020
BUY
$55.04 - $58.78 $792,135 - $845,961
14,392 Added 38.72%
51,566 $3.03 Million
Q4 2019

Feb 14, 2020
SELL
$54.79 - $56.05 $488,288 - $499,517
-8,912 Reduced 19.34%
37,174 $2.05 Million
Q3 2019

Nov 14, 2019
BUY
$54.92 - $55.68 $364,229 - $369,269
6,632 Added 16.81%
46,086 $2.56 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-6,494 Reduced 14.13%
39,454 $2.17 Million
Q1 2019

May 15, 2019
SELL
N/A
-42,813 Reduced 48.23%
45,948 $2.47 Million
Q4 2018

Feb 13, 2019
BUY
N/A
74,459 Added 520.62%
88,761 $4.7 Million
Q3 2018

Nov 15, 2018
BUY
N/A
1,519 Added 11.88%
14,302 $741,000
Q2 2018

Aug 13, 2018
BUY
N/A
743 Added 6.17%
12,783 $669,000
Q1 2018

May 15, 2018
SELL
N/A
-4,239 Reduced 26.04%
12,040 $634,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,599 Added 19.0%
16,279 $869,000
Q3 2017

Feb 16, 2018
BUY
N/A
1,663 Added 13.84%
13,680 $717,000
Q3 2017

Nov 13, 2017
BUY
N/A
12,017
12,017 $648,000

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
375M
Call Options Held
0
Put Options Held
0
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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