Coston, Mc Isaac & Partners Schwab Intermediate Term Us Tr Transaction History

Coston, Mc Isaac & Partners

  • $293 Million
  • Q2 2025

A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 13,288 shares of SCHR stock, worth $335,256. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,288
Previous 13,161 0.96%
Holding current value
$335,256
Previous $327,000 1.53%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$24.54 - $25.07 $3,116 - $3,183
127 Added 0.96%
13,288 $332,000
Q1 2025

May 13, 2025
SELL
$24.05 - $24.86 $9,090 - $9,397
-378 Reduced 2.79%
13,161 $327,000
Q4 2024

Jan 23, 2025
BUY
$24.19 - $50.58 $324,678 - $678,884
13,422 Added 11471.79%
13,539 $328,000
Q3 2024

Oct 22, 2024
BUY
$48.4 - $50.91 $1,210 - $1,272
25 Added 27.17%
117 $5,000
Q1 2024

Apr 17, 2024
BUY
$48.64 - $49.88 $4,474 - $4,588
92 New
92 $4,000

Others Institutions Holding SCHR

# of Institutions
498
Shares Held
374M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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

Track Coston, Mc Isaac & Partners Portfolio

Follow Coston, Mc Isaac & Partners 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 Coston, Mc Isaac & Partners, based on Form 13F filings with the SEC.

News

Stay updated on Coston, Mc Isaac & Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email