New Edge Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

New Edge Advisors, LLC

  • $11.2 Billion
  • Q1 2024

A detailed history of New Edge Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 839 shares of SCHR stock, worth $41,043. This represents 0.0% of its overall portfolio holdings.

Number of Shares
839
Previous 2,041 58.89%
Holding current value
$41,043
Previous $101,000 59.41%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$48.64 - $49.88 $58,465 - $59,955
-1,202 Reduced 58.89%
839 $41,000
Q4 2023

Feb 13, 2024
BUY
$47.09 - $49.87 $92,155 - $97,595
1,957 Added 2329.76%
2,041 $101,000
Q3 2023

Nov 14, 2023
BUY
$47.78 - $49.59 $3,917 - $4,066
82 Added 4100.0%
84 $4,000
Q2 2023

Aug 14, 2023
SELL
$49.25 - $50.96 $12,066 - $12,485
-245 Reduced 99.19%
2 $0
Q1 2023

May 12, 2023
SELL
$48.55 - $50.78 $11,554 - $12,085
-238 Reduced 49.07%
247 $12,000
Q4 2022

Feb 14, 2023
BUY
$48.33 - $50.24 $23,440 - $24,366
485 New
485 $23,000

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

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

Track New Edge Advisors, LLC Portfolio

Follow New Edge 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email