A detailed history of Certified Advisory Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Certified Advisory Corp holds 4,084 shares of SCHR stock, worth $98,873. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,084
Holding current value
$98,873
% of portfolio
0.02%

Shares

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

Nov 12, 2024

BUY
$48.4 - $50.91 $197,665 - $207,916
4,084 New
4,084 $206,000
Q2 2021

Aug 16, 2021

SELL
$56.38 - $57.16 $45,160 - $45,785
-801 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$56.41 - $58.25 $23,635 - $24,406
419 Added 109.69%
801 $45,000
Q2 2020

Jul 27, 2020

BUY
$58.18 - $58.86 $116 - $117
2 Added 0.53%
382 $22,000
Q1 2020

Apr 27, 2020

BUY
$55.04 - $58.78 $20,419 - $21,807
371 Added 4122.22%
380 $22,000
Q4 2019

Jan 29, 2020

BUY
$54.79 - $56.05 $493 - $504
9 New
9 $0

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


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