Montag A & Associates Inc Schwab Intermediate Term Us Tr Transaction History

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 2024

A detailed history of Montag A & Associates Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 256 shares of SCHR stock, worth $6,246. This represents 0.0% of its overall portfolio holdings.

Number of Shares
256
Previous 254 0.79%
Holding current value
$6,246
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$48.4 - $50.91 $96 - $101
2 Added 0.79%
256 $12,000
Q2 2024

Jul 31, 2024
BUY
$47.85 - $49.0 $143 - $147
3 Added 1.2%
254 $12,000
Q1 2024

May 07, 2024
BUY
$48.64 - $49.88 $48 - $49
1 Added 0.4%
251 $12,000
Q4 2023

Feb 07, 2024
BUY
$47.09 - $49.87 $141 - $149
3 Added 1.21%
250 $12,000
Q3 2023

Nov 09, 2023
BUY
$47.78 - $49.59 $95 - $99
2 Added 0.82%
247 $11,000
Q2 2023

Aug 09, 2023
BUY
$49.25 - $50.96 $98 - $101
2 Added 0.82%
245 $12,000
Q1 2023

May 11, 2023
BUY
$48.55 - $50.78 $48 - $50
1 Added 0.41%
243 $12,000
Q4 2022

Feb 02, 2023
BUY
$48.12 - $50.24 $11,645 - $12,158
242 New
242 $11,000

Others Institutions Holding SCHR

# of Institutions
401
Shares Held
173M
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
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email