A detailed history of Fc Advisory LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fc Advisory LLC holds 7,353 shares of SCHR stock, worth $179,780. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,353
Previous 7,304 0.67%
Holding current value
$179,780
Previous $356,000 4.49%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$48.4 - $50.91 $2,371 - $2,494
49 Added 0.67%
7,353 $372,000
Q2 2024

Jul 08, 2024

SELL
$47.85 - $49.0 $57,324 - $58,702
-1,198 Reduced 14.09%
7,304 $356,000
Q1 2024

Apr 22, 2024

SELL
$48.64 - $49.88 $13,862 - $14,215
-285 Reduced 3.24%
8,502 $417,000
Q4 2023

Jan 03, 2024

BUY
$47.09 - $49.87 $3,578 - $3,790
76 Added 0.87%
8,787 $436,000
Q3 2023

Oct 16, 2023

BUY
$47.78 - $49.59 $58,100 - $60,301
1,216 Added 16.22%
8,711 $417,000
Q2 2023

Jul 06, 2023

BUY
$49.25 - $50.96 $1,970 - $2,038
40 Added 0.54%
7,495 $369,000
Q1 2023

May 31, 2023

BUY
$48.55 - $50.78 $1,262 - $1,320
26 Added 0.35%
7,455 $375,000
Q4 2022

Jan 10, 2023

BUY
$48.12 - $50.24 $98,886 - $103,243
2,055 Added 38.24%
7,429 $0
Q3 2022

Oct 11, 2022

BUY
$48.68 - $52.54 $261,606 - $282,349
5,374 New
5,374 $264,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Fc Advisory LLC Portfolio

Follow Fc Advisory 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 Fc Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fc Advisory LLC with notifications on news.