Charles Schwab Investment Advisory, Inc. Spdr Portfolio Intermediate Te Transaction History

Charles Schwab Investment Advisory, Inc.

  • $0
  • Q3 2024

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$32.38 - $32.91 $13.6 Million - $13.8 Million
-418,566 Reduced 3.24%
12,487,778 $408 Million
Q4 2023

Feb 06, 2024
SELL
$30.91 - $32.89 $153 Million - $163 Million
-4,957,222 Reduced 27.75%
12,906,344 $424 Million
Q3 2023

Nov 08, 2023
BUY
$31.4 - $32.25 $366 Million - $376 Million
11,660,136 Added 187.96%
17,863,566 $562 Million
Q2 2023

Aug 09, 2023
BUY
$31.95 - $32.66 $16 Million - $16.4 Million
501,629 Added 8.8%
6,203,430 $199 Million
Q1 2023

May 11, 2023
SELL
$31.67 - $32.83 $3.18 Million - $3.29 Million
-100,277 Reduced 1.73%
5,701,801 $185 Million
Q4 2022

Feb 13, 2023
SELL
$30.74 - $32.36 $1.64 Million - $1.73 Million
-53,372 Reduced 0.91%
5,802,078 $185 Million
Q3 2022

Nov 14, 2022
SELL
$31.11 - $33.37 $23.3 Million - $25 Million
-749,784 Reduced 11.35%
5,855,450 $183 Million
Q2 2022

Aug 15, 2022
SELL
$32.03 - $34.08 $562 Million - $598 Million
-17,534,657 Reduced 72.64%
6,605,234 $216 Million
Q1 2022

May 13, 2022
BUY
$33.91 - $36.04 $79.1 Million - $84.1 Million
2,332,826 Added 10.7%
24,139,891 $824 Million
Q4 2021

Feb 11, 2022
BUY
$35.97 - $36.6 $104 Million - $106 Million
2,904,881 Added 15.37%
21,807,065 $788 Million
Q3 2021

Nov 16, 2021
SELL
$36.52 - $36.95 $23.4 Million - $23.7 Million
-641,521 Reduced 3.28%
18,902,184 $690 Million
Q2 2021

Aug 16, 2021
SELL
$36.19 - $36.73 $20.8 Million - $21.1 Million
-575,661 Reduced 2.86%
19,543,705 $717 Million
Q1 2021

May 17, 2021
BUY
$36.13 - $37.14 $184 Million - $189 Million
5,092,064 Added 33.89%
20,119,366 $729 Million
Q4 2020

Feb 16, 2021
SELL
$36.68 - $37.18 $25.2 Million - $25.6 Million
-688,308 Reduced 4.38%
15,027,302 $559 Million
Q3 2020

Nov 13, 2020
SELL
$36.54 - $37.05 $34.1 Million - $34.5 Million
-931,872 Reduced 5.6%
15,715,610 $578 Million
Q2 2020

Aug 14, 2020
SELL
$33.74 - $36.53 $3.68 Million - $3.98 Million
-108,966 Reduced 0.65%
16,647,482 $608 Million
Q1 2020

May 15, 2020
SELL
$30.81 - $36.22 $685 Million - $805 Million
-22,237,272 Reduced 57.03%
16,756,448 $570 Million
Q4 2019

Feb 13, 2020
BUY
$35.06 - $35.42 $105 Million - $106 Million
2,999,344 Added 8.33%
38,993,720 $1.38 Billion
Q3 2019

Nov 14, 2019
BUY
$34.9 - $35.28 $115 Million - $116 Million
3,296,989 Added 10.08%
35,994,376 $1.27 Billion
Q2 2019

Aug 12, 2019
BUY
N/A
266,283 Added 0.82%
32,697,387 $1.14 Billion
Q1 2019

May 14, 2019
BUY
N/A
3,491,999 Added 12.07%
32,431,104 $1.11 Billion
Q4 2018

Feb 13, 2019
BUY
N/A
5,518,691 Added 23.56%
28,939,105 $956 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,394,603 Added 6.33%
23,420,414 $780 Million
Q2 2018

Aug 09, 2018
BUY
N/A
1,168,537 Added 5.6%
22,025,811 $733 Million
Q1 2018

May 07, 2018
BUY
N/A
2,168,335 Added 11.6%
20,857,274 $700 Million
Q4 2017

Feb 06, 2018
BUY
N/A
6,721,541 Added 56.17%
18,688,939 $640 Million
Q3 2017

Nov 07, 2017
BUY
N/A
1,970,651 Added 19.71%
11,967,398 $413 Million
Q2 2017

Jul 12, 2019
BUY
N/A
1,843,384 Added 22.61%
9,996,747 $344 Million
Q1 2017

Jul 12, 2019
BUY
N/A
1,729,492 Added 26.92%
8,153,363 $278 Million
Q4 2016

Jul 12, 2019
BUY
N/A
1,205,131 Added 23.09%
6,423,871 $218 Million
Q3 2016

Sep 25, 2019
BUY
N/A
1,585,735 Added 43.65%
5,218,740 $182 Million
Q2 2016

Sep 25, 2019
BUY
N/A
689,298 Added 23.42%
3,633,005 $127 Million
Q1 2016

Sep 25, 2019
BUY
N/A
440,635 Added 17.6%
2,943,707 $101 Million
Q4 2015

Sep 25, 2019
BUY
N/A
547,122 Added 27.97%
2,503,072 $83.7 Million
Q3 2015

Sep 25, 2019
BUY
N/A
625,273 Added 46.99%
1,955,950 $66.4 Million
Q2 2015

Sep 25, 2019
BUY
N/A
1,012,008 Added 317.57%
1,330,677 $45.2 Million
Q1 2015

Sep 25, 2019
BUY
N/A
318,669
318,669 $11 Million

Others Institutions Holding SPIB

# of Institutions
533
Shares Held
214M
Call Options Held
300
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
Track This Portfolio

Track Charles Schwab Investment Advisory, Inc. Portfolio

Follow Charles Schwab Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email