Fiduciary Alliance LLC Schwab Intermediate Term Us Tr Transaction History

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025

A detailed history of Fiduciary Alliance LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fiduciary Alliance LLC holds 418,068 shares of SCHR stock, worth $10.3 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
418,068
Previous 391,107 6.89%
Holding current value
$10.3 Million
Previous $9.5 Billion 9.4%
% of portfolio
1.02%
Previous 0.96%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$24.05 - $24.86 $648,412 - $670,250
26,961 Added 6.89%
418,068 $10.4 Billion
Q4 2024

Jan 13, 2025
BUY
$24.19 - $50.58 $5.29 Million - $11.1 Million
218,528 Added 126.62%
391,107 $9.5 Billion
Q3 2024

Oct 11, 2024
BUY
$48.4 - $50.91 $987,311 - $1.04 Million
20,399 Added 13.4%
172,579 $8.73 Billion
Q2 2024

Jul 09, 2024
BUY
$47.85 - $49.0 $1.61 Million - $1.65 Million
33,675 Added 28.42%
152,180 $7.38 Billion
Q1 2024

Apr 17, 2024
BUY
$48.64 - $49.88 $1.57 Million - $1.61 Million
32,321 Added 37.5%
118,505 $5.76 Billion
Q4 2023

Jan 17, 2024
BUY
$47.09 - $49.87 $4.06 Million - $4.3 Million
86,184 New
86,184 $4.29 Billion
Q2 2023

Jul 18, 2023
BUY
$49.25 - $50.96 $95,003 - $98,301
1,929 Added 9.54%
22,154 $1.09 Billion
Q1 2023

Apr 18, 2023
SELL
$48.55 - $50.78 $413,160 - $432,137
-8,510 Reduced 29.62%
20,225 $1.02 Billion
Q4 2022

Jan 19, 2023
BUY
$48.12 - $50.24 $1.38 Million - $1.44 Million
28,735 New
28,735 $1.41 Billion

Others Institutions Holding SCHR

# of Institutions
475
Shares Held
360M
Call Options Held
900
Put Options Held
0
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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