Csenge Advisory Group Schwab Intermediate Term Us Tr Transaction History

Csenge Advisory Group

  • $1.81 Billion
  • Q1 2025

A detailed history of Csenge Advisory Group transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Csenge Advisory Group holds 84,524 shares of SCHR stock, worth $2.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
84,524
Previous 66,938 26.27%
Holding current value
$2.1 Million
Previous $1.63 Million 29.29%
% of portfolio
0.12%
Previous 0.09%

Shares

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

May 05, 2025
BUY
$24.05 - $24.86 $422,943 - $437,187
17,586 Added 26.27%
84,524 $2.1 Million
Q4 2024

Jan 30, 2025
BUY
$24.19 - $50.58 $386,652 - $808,470
15,984 Added 31.37%
66,938 $1.63 Million
Q3 2024

Nov 13, 2024
BUY
$48.4 - $50.91 $1.33 Million - $1.4 Million
27,432 Added 116.62%
50,954 $2.58 Million
Q2 2024

Jul 10, 2024
BUY
$47.85 - $49.0 $526 - $539
11 Added 0.05%
23,522 $1.15 Million
Q1 2024

May 03, 2024
SELL
$48.64 - $49.88 $48,834 - $50,079
-1,004 Reduced 4.1%
23,511 $1.15 Million
Q4 2023

Feb 13, 2024
SELL
$47.09 - $49.87 $386,090 - $408,884
-8,199 Reduced 25.06%
24,515 $1.22 Million
Q3 2023

Nov 01, 2023
BUY
$47.78 - $49.59 $112,617 - $116,883
2,357 Added 7.76%
32,714 $1.57 Million
Q2 2023

Jul 20, 2023
BUY
$49.25 - $50.96 $280,577 - $290,319
5,697 Added 23.1%
30,357 $1.5 Million
Q1 2023

May 01, 2023
SELL
$48.55 - $50.78 $33,208 - $34,733
-684 Reduced 2.7%
24,660 $1.24 Million
Q4 2022

Feb 10, 2023
SELL
$48.12 - $50.24 $225,394 - $235,324
-4,684 Reduced 15.6%
25,344 $1.25 Million
Q3 2022

Oct 04, 2022
SELL
$48.68 - $52.54 $131,338 - $141,752
-2,698 Reduced 8.24%
30,028 $1.48 Million
Q2 2022

Jul 27, 2022
BUY
$50.08 - $52.78 $1.64 Million - $1.73 Million
32,726 New
32,726 $1.69 Million

Others Institutions Holding SCHR

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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