A detailed history of Hendershot Investments Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Hendershot Investments Inc. holds 49,943 shares of SCHR stock, worth $2.52 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
49,943
Previous 48,416 3.15%
Holding current value
$2.52 Million
Previous $2.37 Million 2.57%
% of portfolio
0.36%
Previous 0.34%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$47.85 - $49.0 $73,066 - $74,823
1,527 Added 3.15%
49,943 $2.44 Million
Q1 2024

Apr 22, 2024

SELL
$48.64 - $49.88 $1.64 Million - $1.68 Million
-33,617 Reduced 40.98%
48,416 $2.37 Million
Q4 2023

Jan 26, 2024

SELL
$47.09 - $49.87 $243,266 - $257,628
-5,166 Reduced 5.92%
82,033 $4.08 Million
Q3 2023

Oct 23, 2023

BUY
$47.78 - $49.59 $31,487 - $32,679
659 Added 0.76%
87,199 $4.18 Million
Q2 2023

Aug 09, 2023

BUY
$49.25 - $50.96 $82,444 - $85,307
1,674 Added 1.97%
86,540 $4.26 Million
Q1 2023

Apr 25, 2023

BUY
$48.55 - $50.78 $204,735 - $214,139
4,217 Added 5.23%
84,866 $4.28 Million
Q4 2022

Jan 24, 2023

SELL
$48.12 - $50.24 $84,450 - $88,171
-1,755 Reduced 2.13%
80,649 $0
Q3 2022

Nov 01, 2022

BUY
$48.68 - $52.54 $251,188 - $271,106
5,160 Added 6.68%
82,404 $4.05 Million
Q2 2022

Jul 22, 2022

BUY
$50.08 - $52.78 $194,911 - $205,419
3,892 Added 5.31%
77,244 $3.99 Million
Q1 2022

May 06, 2022

BUY
$52.72 - $55.84 $431,671 - $457,217
8,188 Added 12.57%
73,352 $3.91 Million
Q4 2021

Feb 04, 2022

BUY
$55.82 - $56.81 $625,463 - $636,556
11,205 Added 20.77%
65,164 $3.66 Million
Q3 2021

Oct 26, 2021

BUY
$56.59 - $57.62 $358,497 - $365,022
6,335 Added 13.3%
53,959 $3.06 Million
Q2 2021

Jul 28, 2021

BUY
$56.38 - $57.16 $72,391 - $73,393
1,284 Added 2.77%
47,624 $2.71 Million
Q1 2021

May 03, 2021

BUY
$56.41 - $58.25 $481,572 - $497,280
8,537 Added 22.58%
46,340 $2.61 Million
Q4 2020

Jan 25, 2021

BUY
$57.98 - $58.64 $443,083 - $448,126
7,642 Added 25.34%
37,803 $2.2 Million
Q3 2020

Oct 30, 2020

BUY
$58.56 - $58.96 $1.77 Million - $1.78 Million
30,161 New
30,161 $1.77 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Hendershot Investments Inc. Portfolio

Follow Hendershot Investments Inc. 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 Hendershot Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hendershot Investments Inc. with notifications on news.