Parallel Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Parallel Advisors, LLC

$4.34 Billion
Q4 2024

A detailed history of Parallel Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Parallel Advisors, LLC holds 28 shares of SCHR stock, worth $685. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$685

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$24.19 - $50.58 $677 - $1,416	28 New	28 $0
Q3 2023 May 20, 2024	SELL	$47.78 - $49.59 $67,417 - $69,971	-1,411 Reduced 93.14%	104 $4,000
Q3 2023 Nov 13, 2023	SELL	$47.78 - $49.59 $67,417 - $69,971	-1,411 Reduced 93.14%	104 $4,000
Q1 2023 May 20, 2024	BUY	$48.55 - $50.78 $73,553 - $76,931	1,515 New	1,515 $76,000
Q1 2023 Apr 25, 2023	SELL	$48.55 - $50.78 $129,531 - $135,481	-2,668 Reduced 63.78%	1,515 $76,000
Q4 2022 Feb 03, 2023	BUY	$48.12 - $50.24 $201,285 - $210,153	4,183 New	4,183 $205,000
Q1 2022 Apr 28, 2022	BUY	$52.72 - $55.84 $13,549 - $14,350	257 Added 12850.0%	259 $14,000
Q1 2021 Apr 23, 2021	BUY	$56.41 - $58.25 $112 - $116	2 New	2 $0
Q3 2019 Nov 01, 2019	SELL	$54.92 - $55.68 $768 - $779	-14 Closed	0 $0
Q2 2019 Aug 05, 2019	SELL	N/A	-842 Reduced 98.36%	14 $1,000
Q4 2018 Feb 05, 2019	BUY	N/A	54 Added 6.73%	856 $45,000
Q3 2018 Nov 01, 2018	BUY	N/A	14 Added 1.78%	802 $42,000
Q3 2017 Nov 15, 2017	BUY	N/A	788 New	788 $42,000
Q3 2017 Nov 14, 2017	SELL	N/A	-788 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	788	788 $43,000

Others Institutions Holding SCHR

# of Institutions

443

Shares Held

356M

Call Options Held

2.7K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.32 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

15.9M
Shares

$390 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.7M
Shares

$310 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.47M
Shares

$208 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

7.78M
Shares

$191 Million
0.2% of portfolio

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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