Hbw Advisory Services LLC Schwab Intermediate Term Us Tr Transaction History

Hbw Advisory Services LLC

  • $649 Million
  • Q4 2024

A detailed history of Hbw Advisory Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Hbw Advisory Services LLC holds 15,082 shares of SCHR stock, worth $371,620. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,082
Previous 7,405 103.67%
Holding current value
$371,620
Previous $374,000 2.14%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$24.19 - $50.58 $185,706 - $388,302
7,677 Added 103.67%
15,082 $366,000
Q3 2024

Oct 04, 2024
BUY
$48.4 - $50.91 $10,357 - $10,894
214 Added 2.98%
7,405 $374,000
Q2 2024

Jul 05, 2024
SELL
$47.85 - $49.0 $5,407 - $5,537
-113 Reduced 1.55%
7,191 $350,000
Q4 2023

Jan 16, 2024
BUY
$47.09 - $49.87 $59,003 - $62,487
1,253 Added 20.71%
7,304 $363,000
Q3 2023

Oct 11, 2023
BUY
$47.78 - $49.59 $289,116 - $300,069
6,051 New
6,051 $290,000

Others Institutions Holding SCHR

# of Institutions
446
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email