Optimum Investment Advisors Schwab Intermediate Term Us Tr Transaction History

Optimum Investment Advisors

  • $220 Million
  • Q2 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 24, 2022
SELL
$48.68 - $52.54 $9,736 - $10,508
-200 Reduced 50.0%
200 $10,000
Q1 2022

Apr 08, 2022
BUY
$52.72 - $55.84 $10,544 - $11,168
200 Added 100.0%
400 $21,000
Q3 2020

Oct 06, 2020
SELL
$58.56 - $58.96 $29,280 - $29,480
-500 Reduced 71.43%
200 $12,000
Q1 2020

Apr 21, 2020
SELL
$55.04 - $58.78 $71,552 - $76,414
-1,300 Reduced 65.0%
700 $41,000
Q3 2019

Oct 17, 2019
SELL
$54.92 - $55.68 $60,412 - $61,248
-1,100 Reduced 35.48%
2,000 $111,000
Q2 2019

Jul 29, 2019
BUY
N/A
100 Added 3.33%
3,100 $170,000
Q1 2018

May 09, 2018
SELL
N/A
-4,077 Reduced 57.61%
3,000 $158,000
Q4 2017

Jan 16, 2018
SELL
N/A
-250 Reduced 3.41%
7,077 $377,000
Q3 2017

Nov 21, 2017
BUY
N/A
1,227 Added 20.11%
7,327 $395,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,100
6,100 $329,000

Others Institutions Holding SCHR

# of Institutions
405
Shares Held
142M
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 Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email