Cerity Partners LLC Schwab Intermediate Term Us Tr Transaction History

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024

A detailed history of Cerity Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cerity Partners LLC holds 12,394 shares of SCHR stock, worth $302,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,394
Previous 12,873 3.72%
Holding current value
$302,785
Previous $627,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$48.4 - $50.91 $23,183 - $24,385
-479 Reduced 3.72%
12,394 $627,000
Q2 2024

Aug 13, 2024
SELL
$47.85 - $49.0 $32,968 - $33,761
-689 Reduced 5.08%
12,873 $627,000
Q1 2024

May 14, 2024
BUY
$48.64 - $49.88 $659,655 - $676,472
13,562 New
13,562 $665,000
Q3 2022

Nov 10, 2022
BUY
$48.68 - $52.54 $208,593 - $225,133
4,285 New
4,285 $210,000

About SCHWAB INTERMEDIATE-TERM US TR

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