Diligent Investors, LLC Schwab Intermediate Term Us Tr Transaction History

Diligent Investors, LLC

  • $369 Million
  • Q1 2024

A detailed history of Diligent Investors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Diligent Investors, LLC holds 37,994 shares of SCHR stock, worth $1.86 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
37,994
Previous 48,753 22.07%
Holding current value
$1.86 Million
Previous $2.42 Million 23.11%
% of portfolio
0.5%
Previous 0.7%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$48.64 - $49.88 $523,317 - $536,658
-10,759 Reduced 22.07%
37,994 $1.86 Million
Q4 2023

Jan 10, 2024
SELL
$47.09 - $49.87 $586,553 - $621,180
-12,456 Reduced 20.35%
48,753 $2.42 Million
Q3 2023

Nov 03, 2023
SELL
$47.78 - $49.59 $671,691 - $697,136
-14,058 Reduced 18.68%
61,209 $2.93 Million
Q2 2023

Jul 24, 2023
SELL
$49.25 - $50.96 $217,832 - $225,396
-4,423 Reduced 5.55%
75,267 $3.71 Million
Q1 2023

May 10, 2023
BUY
$48.55 - $50.78 $1,553 - $1,624
32 Added 0.04%
79,690 $4.02 Million
Q4 2022

Jan 20, 2023
SELL
$48.33 - $50.24 $81,774 - $85,006
-1,692 Reduced 2.08%
79,658 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-1,816 Reduced 2.18%
81,350 $4 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-3,740 Reduced 4.3%
83,166 $4.29 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-10,639 Reduced 10.91%
86,906 $4.63 Million
Q4 2021

Jan 21, 2022
BUY
N/A
20,459 Added 26.54%
97,545 $5.48 Million
Q2 2021

Aug 12, 2021
BUY
N/A
5,605 Added 7.84%
77,086 $4.38 Million
Q1 2021

Apr 23, 2021
BUY
N/A
2,360 Added 3.41%
71,481 $4.03 Million
Q4 2020

Feb 09, 2021
BUY
N/A
655 Added 0.96%
69,121 $4.02 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-645 Reduced 0.93%
68,466 $4.02 Million
Q2 2020

Jul 09, 2020
BUY
N/A
1,315 Added 1.94%
69,111 $4.06 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-1,137 Reduced 1.65%
67,796 $3.99 Million
Q4 2019

Jan 13, 2020
BUY
N/A
18,474 Added 36.61%
68,933 $3.79 Million
Q3 2019

Oct 22, 2019
BUY
N/A
2,693 Added 5.64%
50,459 $2.8 Million
Q2 2019

Aug 01, 2019
BUY
N/A
43,966 Added 1157.0%
47,766 $2.63 Million
Q1 2019

May 10, 2019
BUY
N/A
3,800 New
3,800 $204,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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