Hbw Advisory Services LLC Schwab Intermediate Term Us Tr Transaction History

Hbw Advisory Services LLC

  • $634 Million
  • Q1 2025

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 15,724 shares of SCHR stock, worth $388,068. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,724
Previous 15,082 4.26%
Holding current value
$388,068
Previous $366,000 6.56%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$24.05 - $24.86 $15,440 - $15,960
642 Added 4.26%
15,724 $390,000
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
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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