Inspire Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Inspire Advisors, LLC

$737 Million
Q3 2024

A detailed history of Inspire Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Inspire Advisors, LLC holds 45,002 shares of SCHR stock, worth $1.1 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

45,002

Previous 36,716 22.57%

Holding current value

$1.1 Million

Previous $1.79 Million 27.21%

% of portfolio

0.31%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$48.4 - $50.91 $401,042 - $421,840	8,286 Added 22.57%	45,002 $2.28 Million
Q2 2024 Aug 08, 2024	SELL	$47.85 - $49.0 $173,217 - $177,380	-3,620 Reduced 8.97%	36,716 $1.79 Million
Q1 2024 May 07, 2024	BUY	$48.64 - $49.88 $533,143 - $546,734	10,961 Added 37.31%	40,336 $1.98 Million
Q4 2023 Feb 12, 2024	SELL	$47.09 - $49.87 $1.88 Million - $1.99 Million	-39,957 Reduced 57.63%	29,375 $1.46 Million
Q3 2023 Oct 26, 2023	SELL	$47.78 - $49.59 $1.64 Million - $1.7 Million	-34,356 Reduced 33.13%	69,332 $3.32 Million
Q2 2023 Jul 31, 2023	BUY	$49.25 - $50.96 $1.08 Million - $1.11 Million	21,834 Added 26.67%	103,688 $5.11 Million
Q1 2023 Apr 24, 2023	BUY	$48.55 - $50.78 $156,816 - $164,019	3,230 Added 4.11%	81,854 $4.13 Million
Q4 2022 Jan 26, 2023	SELL	$48.12 - $50.24 $206,867 - $215,981	-4,299 Reduced 5.18%	78,624 $0
Q3 2022 Nov 07, 2022	BUY	$48.68 - $52.54 $4.04 Million - $4.36 Million	82,923 New	82,923 $4.08 Million

Others Institutions Holding SCHR

# of Institutions

402

Shares Held

201M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Inspire Advisors, LLC Schwab Intermediate Term Us Tr Transaction History