Org Partners LLC Schwab Intermediate Term Us Tr Transaction History

Org Partners LLC

  • $397 Million
  • Q2 2025

A detailed history of Org Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Org Partners LLC holds 6,090 shares of SCHR stock, worth $151,884. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,090
Previous 6,090 -0.0%
Holding current value
$151,884
Previous $151,000 0.66%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 10, 2025
BUY
$24.19 - $50.58 $73,658 - $154,016
3,045 Added 100.0%
6,090 $147,000
Q2 2024

Jul 16, 2024
BUY
$47.85 - $49.0 $145,703 - $149,205
3,045 New
3,045 $148,000
Q4 2023

Jan 29, 2024
SELL
$47.09 - $49.87 $303,447 - $321,362
-6,444 Reduced 67.91%
3,045 $151,000
Q2 2023

Jul 25, 2023
BUY
$49.25 - $50.96 $467,333 - $483,559
9,489 New
9,489 $465 Million

Others Institutions Holding SCHR

# of Institutions
494
Shares Held
367M
Call Options Held
900
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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