Center For Financial Planning, Inc. Schwab Intermediate Term Us Tr Transaction History

Center For Financial Planning, Inc.

$781 Million
Q1 2025

A detailed history of Center For Financial Planning, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 187 shares of SCHR stock, worth $4,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

187

Holding current value

$4,615

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$24.05 - $24.86 $4,497 - $4,648	187 New	187 $4,000
Q2 2022 Aug 12, 2022	SELL	$50.08 - $52.78 $65,104 - $68,614	-1,300 Reduced 99.85%	2 $0
Q1 2022 May 03, 2022	BUY	$52.72 - $55.84 $105 - $111	2 Added 0.15%	1,302 $69,000
Q3 2021 Oct 27, 2021	SELL	$56.59 - $57.62 $2,886 - $2,938	-51 Reduced 3.77%	1,300 $74,000
Q2 2021 Jul 29, 2021	BUY	$56.38 - $57.16 $2,875 - $2,915	51 Added 3.92%	1,351 $77,000
Q2 2020 Aug 06, 2020	SELL	$58.18 - $58.86 $2,734 - $2,766	-47 Reduced 3.49%	1,300 $76,000
Q1 2020 May 11, 2020	BUY	$55.04 - $58.78 $2,586 - $2,762	47 Added 3.62%	1,347 $79,000
Q4 2019 Feb 14, 2020	BUY	$54.79 - $56.05 $71,227 - $72,865	1,300 New	1,300 $71,000

Others Institutions Holding SCHR

# of Institutions

475

Shares Held

360M

Call Options Held

900

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Center For Financial Planning, Inc. Schwab Intermediate Term Us Tr Transaction History