Financial & Tax Architects, LLC Schwab Intermediate Term Us Tr Transaction History

Financial & Tax Architects, LLC

  • $363 Billion
  • Q1 2024

A detailed history of Financial & Tax Architects, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 44,444 shares of SCHR stock, worth $2.17 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
44,444
Holding current value
$2.17 Million
% of portfolio
0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$48.64 - $49.88 $2.16 Million - $2.22 Million
44,444 New
44,444 $2.18 Billion
Q2 2023

Jul 25, 2023
BUY
$49.25 - $50.96 $2.81 Million - $2.91 Million
57,072 New
57,072 $2.81 Billion
Q4 2021

Aug 25, 2023
SELL
N/A
-3,274 Reduced 10.42%
28,138 $1.58 Billion
Q3 2021

Aug 25, 2023
SELL
N/A
-25,660 Reduced 44.96%
31,412 $1.78 Billion

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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