Claro Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Claro Advisors LLC

  • $662 Million
  • Q4 2024

A detailed history of Claro Advisors LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Claro Advisors LLC holds 12,345 shares of SCHR stock, worth $300,724. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,345
Previous 8,373 47.44%
Holding current value
$300,724
Previous $423,000 29.31%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$24.19 - $50.58 $96,082 - $200,903
3,972 Added 47.44%
12,345 $299,000
Q3 2024

Nov 07, 2024
BUY
$48.4 - $50.91 $181,984 - $191,421
3,760 Added 81.51%
8,373 $423,000
Q3 2024

Oct 17, 2024
SELL
$48.4 - $50.91 $106,141 - $111,645
-2,193 Reduced 32.22%
4,613 $233,000
Q2 2024

Jul 31, 2024
BUY
$47.85 - $49.0 $325,667 - $333,494
6,806 New
6,806 $331,000
Q4 2023

Jan 22, 2024
BUY
$47.09 - $49.87 $245,244 - $259,722
5,208 New
5,208 $258,000

Others Institutions Holding SCHR

# of Institutions
417
Shares Held
322M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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