Mc Carthy Grittinger Financial Group, LLC Schwab Intermediate Term Us Tr Transaction History

Mc Carthy Grittinger Financial Group, LLC

  • $363 Billion
  • Q1 2025

A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 79,573 shares of SCHR stock, worth $1.99 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
79,573
Previous 82,884 3.99%
Holding current value
$1.99 Million
Previous $2.01 Billion 1.74%
% of portfolio
0.54%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$24.05 - $24.86 $79,629 - $82,311
-3,311 Reduced 3.99%
79,573 $1.98 Billion
Q4 2024

Jan 24, 2025
BUY
$24.19 - $50.58 $1.04 Million - $2.18 Million
43,097 Added 108.32%
82,884 $2.01 Billion
Q2 2024

Jul 29, 2024
BUY
$47.85 - $49.0 $47 - $49
1 Added 0.0%
39,787 $1.94 Billion
Q4 2023

Jan 26, 2024
BUY
$47.09 - $49.87 $1.8 Million - $1.91 Million
38,322 Added 2617.62%
39,786 $1.98 Billion
Q3 2023

Oct 11, 2023
BUY
$47.78 - $49.59 $2,914 - $3,024
61 Added 4.35%
1,464 $70.2 Million
Q4 2022

May 09, 2023
BUY
$48.12 - $50.24 $45,377 - $47,376
943 Added 205.0%
1,403 $69.1 Million
Q3 2022

May 09, 2023
SELL
$48.68 - $52.54 $165,463 - $178,583
-3,399 Reduced 88.08%
460 $22.6 Million
Q2 2022

May 09, 2023
SELL
$50.08 - $52.78 $580,677 - $611,984
-11,595 Reduced 75.03%
3,859 $199 Million
Q1 2022

May 09, 2023
SELL
$52.72 - $55.84 $4.24 Million - $4.49 Million
-80,357 Reduced 83.87%
15,454 $823 Million
Q4 2021

May 09, 2023
BUY
$55.82 - $56.81 $5.35 Million - $5.44 Million
95,811 New
95,811 $5.38 Billion

Others Institutions Holding SCHR

# of Institutions
463
Shares Held
358M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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