Financial Gravity Asset Management, Inc. Schwab Intermediate Term Us Tr Transaction History

Financial Gravity Asset Management, Inc.

$459 Billion
Q1 2025

A detailed history of Financial Gravity Asset Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 112 shares of SCHR stock, worth $2,761. This represents 0.0% of its overall portfolio holdings.

Number of Shares

112

Previous 0 Infinity%

Holding current value

$2,761

Previous $31.3 Million 91.09%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$24.05 - $24.86 $2,693 - $2,784	112 New	112 $2.78 Million
Q2 2024 Aug 06, 2024	SELL	$47.85 - $49.0 $11,149 - $11,417	-233 Closed	0 $31.3 Million
Q1 2024 Jun 26, 2024	SELL	$48.64 - $49.88 $11,819 - $12,120	-243 Reduced 51.05%	233 $11.4 Million
Q1 2024 May 13, 2024	BUY	$48.64 - $49.88 $17,948 - $18,405	369 Added 37.12%	1,363 $66.9 Million
Q4 2023 Jun 26, 2024	SELL	$47.09 - $49.87 $41,768 - $44,234	-887 Reduced 65.08%	476 $23.6 Million
Q3 2023 Nov 15, 2023	BUY	$47.78 - $49.59 $45,152 - $46,862	945 Added 1928.57%	994 $47,000
Q2 2023 Aug 08, 2023	SELL	$49.25 - $50.96 $49 - $50	-1 Reduced 2.0%	49 $121 Million
Q1 2023 May 12, 2023	BUY	$48.55 - $50.78 $48 - $50	1 Added 2.04%	50 $25.7 Million
Q4 2022 Feb 15, 2023	SELL	$48.12 - $50.24 $37,726 - $39,388	-784 Reduced 94.12%	49 $87.8 Million
Q3 2022 Nov 03, 2022	SELL	$48.68 - $52.54 $2,482 - $2,679	-51 Reduced 5.77%	833 $22.5 Million
Q2 2022 Aug 05, 2022	SELL	$50.08 - $52.78 $851 - $897	-17 Reduced 1.89%	884 $23.7 Million
Q1 2022 May 13, 2022	SELL	$52.72 - $55.84 $14,498 - $15,356	-275 Reduced 23.38%	901 $26.4 Million
Q4 2021 Feb 11, 2022	BUY	$55.82 - $56.81 $39,743 - $40,448	712 Added 153.45%	1,176 $26 Million
Q3 2021 Nov 12, 2021	SELL	$56.59 - $57.62 $113 - $115	-2 Reduced 0.43%	464 $57,000
Q2 2021 Aug 11, 2021	SELL	$56.38 - $57.16 $3,551 - $3,601	-63 Reduced 11.91%	466 $57,000
Q1 2021 May 17, 2021	SELL	$56.41 - $58.25 $2,369 - $2,446	-42 Reduced 7.36%	529 $29.8 Million
Q4 2020 Feb 16, 2021	BUY	$57.98 - $58.64 $33,106 - $33,483	571 New	571 $0
Q2 2020 Aug 13, 2020	SELL	$58.18 - $58.86 $212,764 - $215,251	-3,657 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$55.04 - $58.78 $120,317 - $128,493	-2,186 Reduced 37.41%	3,657 $0
Q4 2019 Feb 28, 2020	SELL	$54.79 - $56.05 $140,317 - $143,544	-2,561 Reduced 30.47%	5,843 $106,000
Q3 2019 Oct 15, 2019	SELL	$54.92 - $55.68 $7,139 - $7,238	-130 Reduced 1.52%	8,404 $467,000
Q2 2019 Jul 26, 2019	SELL	N/A	-1,963 Reduced 18.7%	8,534 $469,000
Q1 2019 Apr 19, 2019	SELL	N/A	-15,236 Reduced 59.21%	10,497 $561,000
Q3 2018 Oct 31, 2018	BUY	N/A	1,139 Added 4.63%	25,733 $1.34 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,875 Added 8.25%	24,594 $1.29 Million
Q1 2018 May 23, 2018	BUY	N/A	22,719 New	22,719 $1.18 Million

Others Institutions Holding SCHR

# of Institutions

475

Shares Held

360M

Call Options Held

900

Put Options Held

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Financial Gravity Asset Management, Inc. Schwab Intermediate Term Us Tr Transaction History