Gradient Investments LLC Schwab Intermediate Term Us Tr Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

A detailed history of Gradient Investments LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Gradient Investments LLC holds 215 shares of SCHR stock, worth $10,522. This represents 0.0% of its overall portfolio holdings.

Number of Shares

215

Previous 215 -0.0%

Holding current value

$10,522

Previous $10,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	SELL	$47.78 - $49.59 $40,899 - $42,449	-856 Reduced 79.93%	215 $10,000
Q2 2023 Jul 11, 2023	BUY	$49.25 - $50.96 $42,158 - $43,621	856 Added 398.14%	1,071 $52,000
Q1 2023 Apr 17, 2023	SELL	$48.55 - $50.78 $4,952 - $5,179	-102 Reduced 32.18%	215 $10,000
Q4 2022 Jan 10, 2023	BUY	$48.33 - $50.24 $4,929 - $5,124	102 Added 47.44%	317 $0
Q2 2022 Jul 11, 2022	SELL	N/A	-19 Reduced 8.12%	215 $11,000

Q1 2022 May 26, 2022	BUY	N/A	19 Added 8.84%	234 $12,000
Q4 2021 Jan 12, 2022	BUY	N/A	215 New	215 $12,000
Q3 2021 Oct 18, 2021	SELL	N/A	-40 Closed	0 $0
Q2 2021 Jul 12, 2021	BUY	N/A	40 New	40 $2,000
Q3 2018 Oct 11, 2018	SELL	N/A	-112 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	N/A	112 New	112 $6,000
Q1 2018 Apr 11, 2018	SELL	N/A	-1 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	N/A	1	1 $0

Others Institutions Holding SCHR

# of Institutions

381

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Gradient Investments LLC Schwab Intermediate Term Us Tr Transaction History