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

Mc Carthy Grittinger Financial Group, LLC

$314 Billion
Q1 2024

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 39,786 shares of SCHR stock, worth $1.94 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

39,786

Previous 39,786 -0.0%

Holding current value

$1.94 Million

Previous $1.98 Billion 1.35%

% of portfolio

0.62%

Previous 0.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$48.33 - $50.24 $45,575 - $47,376	943 Added 205.0%	1,403 $69.1 Million
Q3 2022 May 09, 2023	SELL	N/A	-3,399 Reduced 88.08%	460 $22.6 Million
Q2 2022 May 09, 2023	SELL	N/A	-11,595 Reduced 75.03%	3,859 $199 Million

Q1 2022 May 09, 2023	SELL	N/A	-80,357 Reduced 83.87%	15,454 $823 Million
Q4 2021 May 09, 2023	BUY	N/A	95,811 New	95,811 $5.38 Billion

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

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Carthy Grittinger Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Carthy Grittinger Financial Group, LLC with notifications on news.

Account

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