Charles Schwab Investment Management Inc Ishares Barclays 10 20 Yr Trea Transaction History

Charles Schwab Investment Management Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$97.25 - $104.79 $21,686 - $23,368	-223 Reduced 10.07%	1,991 $206,000
Q4 2024 Feb 06, 2025	SELL	$99.04 - $109.59 $33,376 - $36,931	-337 Reduced 13.21%	2,214 $220,000
Q3 2024 Nov 12, 2024	SELL	$100.75 - $111.62 $72,439 - $80,254	-719 Reduced 21.99%	2,551 $278,000
Q2 2024 Aug 12, 2024	SELL	$98.66 - $105.11 $298,643 - $318,167	-3,027 Reduced 48.07%	3,270 $335,000
Q1 2024 May 08, 2024	SELL	$102.54 - $108.16 $199,542 - $210,479	-1,946 Reduced 23.61%	6,297 $661,000
Q4 2023 Feb 06, 2024	SELL	$93.11 - $109.52 $21,601 - $25,408	-232 Reduced 2.74%	8,243 $892,000
Q3 2023 Nov 08, 2023	BUY	$98.33 - $111.05 $833,346 - $941,148	8,475 New	8,475 $834,000

614

104M

59.2K

14.7K

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