Leavell Investment Management, Inc. Schwab Intermediate Term Us Tr Transaction History

Leavell Investment Management, Inc.

  • $1.79 Billion
  • Q2 2024

A detailed history of Leavell Investment Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 7,020 shares of SCHR stock, worth $356,054. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,020
Previous 8,020 12.47%
Holding current value
$356,054
Previous $393,000 12.98%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$47.85 - $49.0 $47,850 - $49,000
-1,000 Reduced 12.47%
7,020 $342,000
Q1 2024

Apr 24, 2024
SELL
$48.64 - $49.88 $9,728 - $9,976
-200 Reduced 2.43%
8,020 $393,000
Q3 2023

Oct 16, 2023
BUY
$47.78 - $49.59 $21,501 - $22,315
450 Added 5.79%
8,220 $394,000
Q2 2023

Jul 19, 2023
BUY
$49.25 - $50.96 $14,775 - $15,288
300 Added 4.02%
7,770 $383,000
Q1 2023

Apr 13, 2023
BUY
$48.55 - $50.78 $362,668 - $379,326
7,470 New
7,470 $376,000

Others Institutions Holding SCHR

# of Institutions
405
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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