A detailed history of Pax Financial Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Pax Financial Group, LLC holds 89,286 shares of SCHR stock, worth $2.19 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
89,286
Previous 46,637 91.45%
Holding current value
$2.19 Million
Previous $2.36 Million 8.1%
% of portfolio
0.41%
Previous 0.44%

Shares

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

Feb 12, 2025

BUY
$24.19 - $50.58 $1.03 Million - $2.16 Million
42,649 Added 91.45%
89,286 $2.17 Million
Q3 2024

Nov 13, 2024

SELL
$48.4 - $50.91 $479,305 - $504,161
-9,903 Reduced 17.52%
46,637 $2.36 Million
Q2 2024

Aug 14, 2024

SELL
$47.85 - $49.0 $531,278 - $544,047
-11,103 Reduced 16.41%
56,540 $2.76 Million
Q1 2024

May 13, 2024

SELL
$48.64 - $49.88 $441,408 - $452,661
-9,075 Reduced 11.83%
67,643 $3.32 Million
Q4 2023

Feb 12, 2024

SELL
$47.09 - $49.87 $602,893 - $638,485
-12,803 Reduced 14.3%
76,718 $3.81 Million
Q3 2023

Nov 13, 2023

BUY
$47.78 - $49.59 $417,501 - $433,317
8,738 Added 10.82%
89,521 $4.29 Million
Q2 2023

Jul 18, 2023

BUY
$49.25 - $50.96 $540,371 - $559,133
10,972 Added 15.72%
80,783 $3.98 Million
Q1 2023

May 11, 2023

BUY
$48.55 - $50.78 $650,812 - $680,705
13,405 Added 23.77%
69,811 $3.52 Million
Q4 2022

Feb 10, 2023

BUY
$48.12 - $50.24 $236,413 - $246,829
4,913 Added 9.54%
56,406 $2.78 Million
Q3 2022

Nov 14, 2022

BUY
$48.68 - $52.54 $2.51 Million - $2.71 Million
51,493 New
51,493 $2.53 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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