Financial Advisory Service, Inc. Schwab Intermediate Term Us Tr Transaction History

Financial Advisory Service, Inc.

$1.11 Billion
Q4 2024

A detailed history of Financial Advisory Service, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 20 shares of SCHR stock, worth $487. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 10 100.0%

Holding current value

$487

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $241 - $505	10 Added 100.0%	20 $0
Q1 2024 Apr 29, 2024	BUY	$48.64 - $49.88 $48 - $49	1 Added 11.11%	10 $0
Q3 2023 Oct 23, 2023	SELL	$47.78 - $49.59 $7,501 - $7,785	-157 Reduced 94.58%	9 $0
Q2 2023 Aug 08, 2023	BUY	$49.25 - $50.96 $4,678 - $4,841	95 Added 133.8%	166 $8,000
Q1 2023 May 11, 2023	SELL	$48.55 - $50.78 $1,116 - $1,167	-23 Reduced 24.47%	71 $3,000
Q4 2022 Feb 01, 2023	SELL	$48.12 - $50.24 $192 - $200	-4 Reduced 4.08%	94 $4,000
Q3 2022 Oct 20, 2022	SELL	$48.68 - $52.54 $17,086 - $18,441	-351 Reduced 78.17%	98 $5,000
Q2 2022 Aug 02, 2022	SELL	$50.08 - $52.78 $100 - $105	-2 Reduced 0.44%	449 $23,000
Q1 2022 May 04, 2022	SELL	$52.72 - $55.84 $65,530 - $69,409	-1,243 Reduced 73.38%	451 $24,000
Q4 2021 Feb 11, 2022	SELL	$55.82 - $56.81 $2.81 Million - $2.86 Million	-50,277 Reduced 96.74%	1,694 $95,000
Q3 2021 Nov 15, 2021	BUY	$56.59 - $57.62 $8,148 - $8,297	144 Added 0.28%	51,971 $2.95 Million
Q2 2021 Jul 29, 2021	BUY	$56.38 - $57.16 $17,308 - $17,548	307 Added 0.6%	51,827 $2.95 Million
Q1 2021 May 17, 2021	BUY	$56.41 - $58.25 $153,660 - $158,673	2,724 Added 5.58%	51,520 $2.91 Million
Q4 2020 Feb 10, 2021	BUY	$57.98 - $58.64 $1.14 Million - $1.15 Million	19,622 Added 67.26%	48,796 $2.84 Million
Q3 2020 Nov 16, 2020	BUY	$58.56 - $58.96 $273,123 - $274,989	4,664 Added 19.03%	29,174 $1.71 Million
Q2 2020 Jul 21, 2020	BUY	$58.18 - $58.86 $136,432 - $138,026	2,345 Added 10.58%	24,510 $1.44 Million
Q1 2020 May 14, 2020	SELL	$55.04 - $58.78 $76,010 - $81,175	-1,381 Reduced 5.87%	22,165 $1.3 Million
Q4 2019 Jan 31, 2020	BUY	$54.79 - $56.05 $52,160 - $53,359	952 Added 4.21%	23,546 $1.29 Million
Q3 2019 Nov 06, 2019	BUY	$54.92 - $55.68 $39,432 - $39,978	718 Added 3.28%	22,594 $1.26 Million
Q2 2019 Jul 25, 2019	BUY	N/A	2,706 Added 14.12%	21,876 $1.2 Million
Q1 2019 May 13, 2019	BUY	N/A	12,063 Added 169.73%	19,170 $1.03 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-4,114 Reduced 36.66%	7,107 $376,000
Q3 2018 Nov 05, 2018	BUY	N/A	61 Added 0.55%	11,221 $581,000
Q2 2018 Jul 26, 2018	BUY	N/A	2,189 Added 24.4%	11,160 $584,000
Q1 2018 May 02, 2018	SELL	N/A	-13,332 Reduced 59.78%	8,971 $472,000
Q4 2017 Jan 29, 2018	BUY	N/A	2,340 Added 11.72%	22,303 $1.19 Million
Q3 2017 Oct 19, 2017	BUY	N/A	19,963	19,963 $1.08 Million

Others Institutions Holding SCHR

# of Institutions

438

Shares Held

357M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

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Financial Advisory Service, Inc. Schwab Intermediate Term Us Tr Transaction History