Farther Finance Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Farther Finance Advisors, LLC

  • $2.06 Trillion
  • Q2 2024

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 8,577 shares of SCHR stock, worth $433,052. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,577
Previous 4,222 103.15%
Holding current value
$433,052
Previous $205 Million 102.23%
% of portfolio
0.02%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$47.85 - $49.0 $208,386 - $213,395
4,355 Added 103.15%
8,577 $415 Million
Q1 2024

May 13, 2024
SELL
$48.64 - $49.88 $68,971 - $70,729
-1,418 Reduced 25.14%
4,222 $205 Million
Q4 2023

Feb 14, 2024
SELL
$47.09 - $49.87 $24,251 - $25,683
-515 Reduced 9.29%
5,028 $250 Million
Q3 2023

Nov 13, 2023
SELL
$47.78 - $49.59 $4,634 - $4,810
-97 Reduced 1.72%
5,543 $266 Million
Q2 2023

May 13, 2024
SELL
$49.25 - $50.96 $22,408 - $23,186
-455 Reduced 7.47%
5,640 $278 Million
Q2 2023

Sep 12, 2023
SELL
$49.25 - $50.96 $22,408 - $23,186
-455 Reduced 7.47%
5,640 $278 Million
Q1 2023

May 13, 2024
BUY
$48.55 - $50.78 $51,802 - $54,182
1,067 Added 21.22%
6,095 $307 Million
Q1 2023

Sep 12, 2023
SELL
$48.55 - $50.78 $48,986 - $51,237
-1,009 Reduced 14.2%
6,095 $307 Million
Q4 2022

Sep 11, 2023
BUY
$48.12 - $50.24 $341,844 - $356,904
7,104 New
7,104 $350 Million

Others Institutions Holding SCHR

# of Institutions
405
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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