Lbmc Investment Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 9,320 shares of SCHR stock, worth $227,780. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,320
Previous 4,660 100.0%
Holding current value
$227,780
Previous $235,000 3.83%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$24.19 - $50.58 $112,725 - $235,702
4,660 Added 100.0%
9,320 $226,000
Q4 2022

Jan 10, 2023
BUY
$48.12 - $50.24 $16,120 - $16,830
335 Added 7.75%
4,660 $0
Q3 2022

Oct 07, 2022
SELL
$48.68 - $52.54 $42,302 - $45,657
-869 Reduced 16.73%
4,325 $213,000
Q2 2022

Jul 07, 2022
BUY
$50.08 - $52.78 $260,115 - $274,139
5,194 New
5,194 $268,000

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

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Lbmc Investment Advisors, LLC Portfolio

Follow Lbmc Investment Advisors, LLC 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 Lbmc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lbmc Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email