Horizon Financial Services, LLC Schwab Intermediate Term Us Tr Transaction History

Horizon Financial Services, LLC

  • $179 Million
  • Q1 2025

A detailed history of Horizon Financial Services, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Horizon Financial Services, LLC holds 41,252 shares of SCHR stock, worth $1.04 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
41,252
Previous 1,025,526 95.98%
Holding current value
$1.04 Million
Previous $41.3 Million 97.52%
% of portfolio
0.57%
Previous 0.95%

Shares

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

May 07, 2025
SELL
$24.05 - $24.86 $23.7 Million - $24.5 Million
-984,274 Reduced 95.98%
41,252 $1.03 Million
Q1 2025

Apr 28, 2025
BUY
$24.05 - $24.86 $24 Million - $24.8 Million
998,295 Added 3666.02%
1,025,526 $41.3 Million
Q4 2024

Feb 12, 2025
BUY
$24.19 - $50.58 $272,282 - $569,328
11,256 Added 70.46%
27,231 $661,000
Q3 2024

Nov 13, 2024
SELL
$48.4 - $50.91 $66,792 - $70,255
-1,380 Reduced 7.95%
15,975 $808,000
Q2 2024

Jul 30, 2024
BUY
$47.85 - $49.0 $11,053 - $11,319
231 Added 1.35%
17,355 $846,000
Q1 2024

Apr 26, 2024
SELL
$48.64 - $49.88 $283,765 - $290,999
-5,834 Reduced 25.41%
17,124 $839,000
Q4 2023

Feb 15, 2024
BUY
$47.09 - $49.87 $128,602 - $136,194
2,731 Added 13.5%
22,958 $1.14 Million
Q3 2023

Oct 25, 2023
BUY
$47.78 - $49.59 $266,612 - $276,712
5,580 Added 38.1%
20,227 $969,000
Q2 2023

Jul 20, 2023
BUY
$49.25 - $50.96 $19,109 - $19,772
388 Added 2.72%
14,647 $721,000
Q1 2023

Apr 19, 2023
BUY
$48.55 - $50.78 $152,544 - $159,550
3,142 Added 28.26%
14,259 $719,000
Q4 2022

Jan 17, 2023
SELL
$48.12 - $50.24 $70,303 - $73,400
-1,461 Reduced 11.62%
11,117 $0
Q3 2022

Oct 21, 2022
SELL
$48.68 - $52.54 $42,546 - $45,919
-874 Reduced 6.5%
12,578 $618,000
Q2 2022

Jul 22, 2022
SELL
$50.08 - $52.78 $41,816 - $44,071
-835 Reduced 5.84%
13,452 $694,000
Q1 2022

Apr 27, 2022
SELL
$52.72 - $55.84 $148,248 - $157,022
-2,812 Reduced 16.45%
14,287 $761,000
Q4 2021

Jan 31, 2022
SELL
$55.82 - $56.81 $47,112 - $47,947
-844 Reduced 4.7%
17,099 $0
Q3 2021

Oct 22, 2021
BUY
$56.59 - $57.62 $505,178 - $514,373
8,927 Added 99.01%
17,943 $1.02 Million
Q2 2021

Jul 22, 2021
BUY
$56.38 - $57.16 $508,322 - $515,354
9,016 New
9,016 $513,000

Others Institutions Holding SCHR

# of Institutions
502
Shares Held
376M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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