A detailed history of Jones Financial Companies Lllp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Jones Financial Companies Lllp holds 89,234 shares of SCHR stock, worth $2.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
89,234
Previous 74,385 19.96%
Holding current value
$2.18 Million
Previous $3.63 Million 24.48%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$48.4 - $50.91 $718,691 - $755,962
14,849 Added 19.96%
89,234 $4.52 Million
Q2 2024

Aug 14, 2024

BUY
$47.85 - $49.0 $737,894 - $755,629
15,421 Added 26.15%
74,385 $3.63 Million
Q1 2024

May 14, 2024

BUY
$48.64 - $49.88 $535,331 - $548,979
11,006 Added 22.95%
58,964 $2.89 Million
Q4 2023

Feb 13, 2024

BUY
$47.09 - $49.87 $588,248 - $622,976
12,492 Added 35.22%
47,958 $2.38 Million
Q3 2023

Nov 14, 2023

BUY
$47.78 - $49.59 $507,566 - $526,794
10,623 Added 42.76%
35,466 $1.7 Million
Q2 2023

Aug 09, 2023

BUY
$49.25 - $50.96 $438,177 - $453,391
8,897 Added 55.79%
24,843 $1.22 Million
Q1 2023

May 11, 2023

BUY
$48.55 - $50.78 $247,507 - $258,876
5,098 Added 46.99%
15,946 $804,000
Q4 2022

Feb 13, 2023

BUY
$48.12 - $50.24 $148,113 - $154,638
3,078 Added 39.61%
10,848 $534,000
Q3 2022

Nov 03, 2022

BUY
$48.68 - $52.54 $266,084 - $287,183
5,466 Added 237.24%
7,770 $382,000
Q2 2022

Aug 08, 2022

BUY
$50.08 - $52.78 $68,108 - $71,780
1,360 Added 144.07%
2,304 $119,000
Q1 2022

May 02, 2022

BUY
$52.72 - $55.84 $49,767 - $52,712
944 New
944 $50,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
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