Family Asset Management, LLC Schwab Intermediate Term Us Tr Transaction History

Family Asset Management, LLC

  • $160 Billion
  • Q1 2024

A detailed history of Family Asset Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Family Asset Management, LLC holds 2,316 shares of SCHR stock, worth $113,345. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,316
Previous 3,163 26.78%
Holding current value
$113,345
Previous $157 Million 27.76%
% of portfolio
0.07%
Previous 0.1%

Shares

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

May 14, 2024
SELL
$48.64 - $49.88 $41,198 - $42,248
-847 Reduced 26.78%
2,316 $114 Million
Q4 2023

Feb 06, 2024
BUY
$47.09 - $49.87 $112,403 - $119,039
2,387 Added 307.6%
3,163 $157 Million
Q3 2023

Nov 02, 2023
SELL
$47.78 - $49.59 $24,272 - $25,191
-508 Reduced 39.56%
776 $37.2 Million
Q2 2023

Jul 27, 2023
SELL
$49.25 - $50.96 $31,126 - $32,206
-632 Reduced 32.99%
1,284 $63.3 Million
Q1 2023

May 03, 2023
SELL
$48.55 - $50.78 $197,355 - $206,420
-4,065 Reduced 67.97%
1,916 $96.6 Million
Q4 2022

Jan 18, 2023
BUY
$48.33 - $50.24 $289,061 - $300,485
5,981 New
5,981 $294 Million

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
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Family Asset Management, LLC Portfolio

Follow Family Asset Management, LLC 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 Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email