Harbour Investments, Inc. Schwab Intermediate Term Us Tr Transaction History

Harbour Investments, Inc.

$3.22 Billion
Q1 2025

A detailed history of Harbour Investments, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Harbour Investments, Inc. holds 2,528 shares of SCHR stock, worth $62,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,528

Previous 1,632 54.9%

Holding current value

$62,921

Previous $39,000 58.97%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$24.05 - $24.86 $21,548 - $22,274	896 Added 54.9%	2,528 $62,000
Q4 2024 Feb 10, 2025	BUY	$24.19 - $50.58 $19,085 - $39,907	789 Added 93.59%	1,632 $39,000
Q3 2024 Nov 04, 2024	BUY	$48.4 - $50.91 $7,986 - $8,400	165 Added 24.34%	843 $42,000
Q2 2024 Jul 26, 2024	BUY	$47.85 - $49.0 $1,579 - $1,617	33 Added 5.12%	678 $33,000
Q1 2024 Jul 22, 2024	SELL	$48.64 - $49.88 $66,782 - $68,485	-1,373 Reduced 68.04%	645 $31,000
Q4 2023 Feb 16, 2024	SELL	$47.09 - $49.87 $4,049 - $4,288	-86 Reduced 4.09%	2,018 $100,000
Q3 2023 Nov 15, 2023	SELL	$47.78 - $49.59 $2,436 - $2,529	-51 Reduced 2.37%	2,104 $100,000
Q2 2023 Aug 14, 2023	SELL	$49.25 - $50.96 $9,505 - $9,835	-193 Reduced 8.22%	2,155 $106,000
Q1 2023 May 15, 2023	BUY	$48.55 - $50.78 $33,548 - $35,088	691 Added 41.7%	2,348 $118,000
Q4 2022 Feb 15, 2023	BUY	$48.12 - $50.24 $11,837 - $12,359	246 Added 17.43%	1,657 $81,000
Q2 2022 Aug 15, 2022	SELL	$50.08 - $52.78 $112,930 - $119,018	-2,255 Reduced 61.51%	1,411 $73,000
Q4 2021 Feb 16, 2022	SELL	$55.82 - $56.81 $98,299 - $100,042	-1,761 Reduced 32.45%	3,666 $206,000
Q3 2021 Nov 15, 2021	SELL	$56.59 - $57.62 $62,249 - $63,382	-1,100 Reduced 16.85%	5,427 $308,000
Q2 2021 Aug 16, 2021	BUY	$56.38 - $57.16 $89,305 - $90,541	1,584 Added 32.05%	6,527 $371,000
Q1 2021 Aug 17, 2021	BUY	$56.41 - $58.25 $277,762 - $286,823	4,924 Added 25915.79%	4,943 $279,000
Q1 2021 May 12, 2021	BUY	$56.41 - $58.25 $1,071 - $1,106	19 New	19 $1,000

Others Institutions Holding SCHR

# of Institutions

486

Shares Held

364M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Harbour Investments, Inc. Schwab Intermediate Term Us Tr Transaction History