Diversified Portfolios, Inc. Schwab Intermediate Term Us Tr Transaction History

Diversified Portfolios, Inc.

  • $699 Million
  • Q1 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023
BUY
$48.33 - $50.24 $227,151 - $236,128
4,700 Added 45.76%
14,971 $0
Q3 2022

Nov 07, 2022
SELL
N/A
-4,847 Reduced 32.06%
10,271 $505,000
Q2 2022

Aug 09, 2022
SELL
N/A
-660 Reduced 4.18%
15,118 $780,000
Q1 2022

May 12, 2022
BUY
N/A
1,350 Added 9.36%
15,778 $840,000
Q4 2021

Jan 31, 2022
SELL
N/A
-10,000 Reduced 40.94%
14,428 $810,000
Q3 2021

Nov 15, 2021
BUY
N/A
24,428 New
24,428 $1.39 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-24,550 Closed
0 $0
Q1 2021

May 04, 2021
BUY
N/A
5,000 Added 25.58%
24,550 $1.39 Million
Q4 2020

Feb 09, 2021
BUY
N/A
6,105 Added 45.41%
19,550 $1.14 Million
Q4 2019

Feb 04, 2020
BUY
N/A
495 Added 3.82%
13,445 $739,000
Q3 2019

Nov 12, 2019
BUY
N/A
12,950 New
12,950 $720,000

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

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