Larson Financial Group LLC Schwab Intermediate Term Us Tr Transaction History

Larson Financial Group LLC

  • $1.28 Billion
  • Q1 2024

A detailed history of Larson Financial Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Larson Financial Group LLC holds 2,723 shares of SCHR stock, worth $133,209. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,723
Previous 2,634 3.38%
Holding current value
$133,209
Previous $130,000 2.31%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$48.64 - $49.88 $4,328 - $4,439
89 Added 3.38%
2,723 $133,000
Q4 2023

Feb 01, 2024
SELL
$47.09 - $49.87 $9,747 - $10,323
-207 Reduced 7.29%
2,634 $130,000
Q3 2023

Nov 03, 2023
BUY
$47.78 - $49.59 $17,869 - $18,546
374 Added 15.16%
2,841 $136,000
Q2 2023

Aug 03, 2023
BUY
$49.25 - $50.96 $2,462 - $2,548
50 Added 2.07%
2,467 $121,000
Q1 2023

May 04, 2023
SELL
$48.55 - $50.78 $68,746 - $71,904
-1,416 Reduced 36.94%
2,417 $121,000
Q4 2022

Feb 03, 2023
BUY
$48.33 - $50.24 $16,673 - $17,332
345 Added 9.89%
3,833 $188,000
Q3 2022

Nov 03, 2022
SELL
N/A
-261 Reduced 6.96%
3,488 $171,000
Q2 2022

Aug 04, 2022
BUY
N/A
420 Added 12.62%
3,749 $193,000
Q1 2022

May 05, 2022
BUY
N/A
30 Added 0.91%
3,329 $177,000
Q4 2021

Feb 03, 2022
BUY
N/A
216 Added 7.01%
3,299 $185,000
Q3 2021

Nov 04, 2021
BUY
N/A
685 Added 28.57%
3,083 $175,000
Q2 2021

Aug 10, 2021
SELL
N/A
-221 Reduced 8.44%
2,398 $136,000
Q1 2021

May 06, 2021
BUY
N/A
47 Added 1.83%
2,619 $148,000
Q4 2020

Jan 14, 2021
BUY
N/A
303 Added 13.35%
2,572 $150,000
Q3 2020

Oct 08, 2020
BUY
N/A
155 Added 7.33%
2,269 $133,000
Q2 2020

Jul 10, 2020
BUY
N/A
17 Added 0.81%
2,114 $124,000
Q1 2020

Apr 09, 2020
SELL
N/A
-275 Reduced 11.59%
2,097 $123,000
Q4 2019

Jan 10, 2020
SELL
N/A
-69 Reduced 2.83%
2,372 $130,000
Q3 2019

Oct 11, 2019
SELL
N/A
-494 Reduced 16.83%
2,441 $136,000
Q2 2019

Jul 16, 2019
SELL
N/A
-33 Reduced 1.11%
2,935 $161,000
Q1 2019

Apr 05, 2019
BUY
N/A
480 Added 19.29%
2,968 $160,000
Q4 2018

Feb 07, 2019
BUY
N/A
2,488 New
2,488 $132,000
Q2 2018

Jul 19, 2018
SELL
N/A
-3,866 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-4,216 Reduced 52.17%
3,866 $203,000
Q4 2017

Feb 13, 2018
BUY
N/A
8,082
8,082 $431,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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