Foster & Motley Inc Schwab Intermediate Term Us Tr Transaction History

Foster & Motley Inc

  • $1.45 Billion
  • Q1 2024

A detailed history of Foster & Motley Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Foster & Motley Inc holds 508,010 shares of SCHR stock, worth $24.7 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
508,010
Previous 473,959 7.18%
Holding current value
$24.7 Million
Previous $23.6 Million 5.74%
% of portfolio
1.72%
Previous 1.75%

Shares

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

Apr 18, 2024
BUY
$48.64 - $49.88 $1.66 Million - $1.7 Million
34,051 Added 7.18%
508,010 $24.9 Million
Q4 2023

Feb 01, 2024
SELL
$47.09 - $49.87 $538,850 - $570,662
-11,443 Reduced 2.36%
473,959 $23.6 Million
Q3 2023

Oct 24, 2023
BUY
$47.78 - $49.59 $1.29 Million - $1.34 Million
27,068 Added 5.91%
485,402 $23.3 Million
Q2 2023

Aug 08, 2023
SELL
$49.25 - $50.96 $73,825 - $76,389
-1,499 Reduced 0.33%
458,334 $22.6 Million
Q1 2023

May 09, 2023
BUY
$48.55 - $50.78 $1.78 Million - $1.86 Million
36,614 Added 8.65%
459,833 $23.2 Million
Q4 2022

Feb 09, 2023
SELL
$48.33 - $50.24 $504,420 - $524,354
-10,437 Reduced 2.41%
423,219 $20.8 Million
Q3 2022

Nov 04, 2022
SELL
N/A
-9,590 Reduced 2.16%
433,656 $21.3 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-9,965 Reduced 2.2%
443,246 $22.9 Million
Q1 2022

Apr 28, 2022
BUY
N/A
5,185 Added 1.16%
453,211 $24.1 Million
Q4 2021

Jan 25, 2022
BUY
N/A
57,181 Added 14.63%
448,026 $25.2 Million
Q3 2021

Oct 29, 2021
BUY
N/A
58,314 Added 17.54%
390,845 $22.2 Million
Q2 2021

Jul 20, 2021
BUY
N/A
45,891 Added 16.01%
332,531 $18.9 Million
Q1 2021

Apr 26, 2021
BUY
N/A
61,945 Added 27.57%
286,640 $16.2 Million
Q4 2020

Feb 01, 2021
BUY
N/A
34,060 Added 17.87%
224,695 $13.1 Million
Q3 2020

Oct 19, 2020
BUY
N/A
2,209 Added 1.17%
190,635 $11.2 Million
Q2 2020

Jul 20, 2020
BUY
N/A
11,146 Added 6.29%
188,426 $11.1 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-32,982 Reduced 15.69%
177,280 $10.4 Million
Q4 2019

Feb 05, 2020
BUY
N/A
83,666 Added 66.09%
210,262 $11.6 Million
Q3 2019

Oct 24, 2019
BUY
N/A
54,184 Added 74.83%
126,596 $7.03 Million
Q2 2019

Jul 17, 2019
BUY
N/A
72,412 New
72,412 $3.98 Million

Others Institutions Holding SCHR

# of Institutions
382
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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