One Ascent Financial Services LLC Schwab Intermediate Term Us Tr Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of One Ascent Financial Services LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 93,873 shares of SCHR stock, worth $2.27 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
93,873
Holding current value
$2.27 Million
% of portfolio
0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$24.19 - $50.58 $2.27 Million - $4.75 Million
93,873 New
93,873 $2.28 Million
Q1 2024

Apr 16, 2024
SELL
$48.64 - $49.88 $4,815 - $4,938
-99 Reduced 0.72%
13,728 $673,000
Q4 2023

Jan 11, 2024
BUY
$47.09 - $49.87 $26,511 - $28,076
563 Added 4.24%
13,827 $687,000
Q3 2023

Oct 13, 2023
BUY
$47.78 - $49.59 $633,753 - $657,761
13,264 New
13,264 $636,000

Others Institutions Holding SCHR

# of Institutions
430
Shares Held
335M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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