Coldstream Capital Management Inc Schwab Intermediate Term Us Tr Transaction History

Coldstream Capital Management Inc

  • $4.64 Billion
  • Q1 2025

A detailed history of Coldstream Capital Management Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Coldstream Capital Management Inc holds 7,795 shares of SCHR stock, worth $194,797. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,795
Holding current value
$194,797
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$24.05 - $24.86 $187,469 - $193,783
7,795 New
7,795 $193,000
Q3 2023

Nov 02, 2023
BUY
$47.78 - $49.59 $661,418 - $686,474
13,843 Added 18.48%
88,743 $4.25 Million
Q2 2023

Aug 03, 2023
BUY
$49.25 - $50.96 $223,201 - $230,950
4,532 Added 6.44%
74,900 $3.69 Million
Q1 2023

May 15, 2023
BUY
$48.55 - $50.78 $200,074 - $209,264
4,121 Added 6.22%
70,368 $3.55 Million
Q4 2022

Jan 10, 2023
BUY
$48.12 - $50.24 $1.9 Million - $1.98 Million
39,407 Added 146.82%
66,247 $0
Q2 2022

Aug 08, 2022
BUY
$50.08 - $52.78 $623,746 - $657,374
12,455 Added 86.58%
26,840 $1.39 Million
Q1 2022

May 11, 2022
SELL
$52.72 - $55.84 $607,861 - $643,835
-11,530 Reduced 44.49%
14,385 $766,000
Q4 2021

Feb 11, 2022
BUY
$55.82 - $56.81 $1.45 Million - $1.47 Million
25,915 New
25,915 $1.46 Million
Q3 2021

Nov 12, 2021
SELL
$56.59 - $57.62 $3.44 Million - $3.51 Million
-60,866 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$56.38 - $57.16 $2.07 Million - $2.1 Million
36,796 Added 152.87%
60,866 $3.46 Million
Q1 2021

Jun 16, 2021
BUY
$56.41 - $58.25 $1.36 Million - $1.4 Million
24,070 New
24,070 $1.36 Million

Others Institutions Holding SCHR

# of Institutions
489
Shares Held
364M
Call Options Held
900
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
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