A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 19,274 shares of SCHR stock, worth $467,779. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,274
Previous 23,683 18.62%
Holding current value
$467,779
Previous $1.16 Million 15.58%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$48.4 - $50.91 $213,395 - $224,462
-4,409 Reduced 18.62%
19,274 $975,000
Q2 2024

Jul 19, 2024

BUY
$47.85 - $49.0 $67,755 - $69,384
1,416 Added 6.36%
23,683 $1.16 Million
Q1 2024

Apr 22, 2024

SELL
$48.64 - $49.88 $134,976 - $138,417
-2,775 Reduced 11.08%
22,267 $1.09 Million
Q4 2023

Jan 16, 2024

SELL
$47.09 - $49.87 $62,818 - $66,526
-1,334 Reduced 5.06%
25,042 $1.25 Million
Q3 2023

Oct 24, 2023

SELL
$47.78 - $49.59 $177,120 - $183,830
-3,707 Reduced 12.32%
26,376 $1.26 Million
Q2 2023

Jul 25, 2023

BUY
$49.25 - $50.96 $169,863 - $175,761
3,449 Added 12.95%
30,083 $1.48 Million
Q1 2023

Apr 14, 2023

BUY
$48.55 - $50.78 $1.29 Million - $1.35 Million
26,634 New
26,634 $1.34 Million
Q2 2022

Aug 12, 2022

SELL
$50.08 - $52.78 $48,527 - $51,143
-969 Reduced 18.85%
4,171 $215,000
Q1 2022

May 11, 2022

SELL
$52.72 - $55.84 $15,605 - $16,528
-296 Reduced 5.45%
5,140 $274,000
Q4 2021

Feb 08, 2022

BUY
$55.82 - $56.81 $26,849 - $27,325
481 Added 9.71%
5,436 $305,000
Q3 2021

Nov 02, 2021

SELL
$56.59 - $57.62 $144,134 - $146,758
-2,547 Reduced 33.95%
4,955 $281,000
Q2 2021

Aug 11, 2021

SELL
$56.38 - $57.16 $17,139 - $17,376
-304 Reduced 3.89%
7,502 $427,000
Q1 2021

May 14, 2021

SELL
$56.41 - $58.25 $7,840 - $8,096
-139 Reduced 1.75%
7,806 $440,000
Q4 2020

Feb 12, 2021

SELL
$57.98 - $58.64 $722,720 - $730,947
-12,465 Reduced 61.07%
7,945 $463,000
Q3 2020

Nov 04, 2020

BUY
$58.56 - $58.96 $65,880 - $66,330
1,125 Added 5.83%
20,410 $1.2 Million
Q2 2020

Jul 17, 2020

BUY
$58.18 - $58.86 $163,311 - $165,220
2,807 Added 17.03%
19,285 $1.13 Million
Q1 2020

Apr 21, 2020

BUY
$55.04 - $58.78 $19,704 - $21,043
358 Added 2.22%
16,478 $969,000
Q4 2019

Feb 12, 2020

SELL
$54.79 - $56.05 $8,985 - $9,192
-164 Reduced 1.01%
16,120 $885,000
Q3 2019

Nov 07, 2019

BUY
$54.92 - $55.68 $19,112 - $19,376
348 Added 2.18%
16,284 $905,000
Q2 2019

Aug 06, 2019

SELL
N/A
-265 Reduced 1.64%
15,936 $876,000
Q1 2019

May 06, 2019

BUY
N/A
205 Added 1.28%
16,201 $871,000
Q4 2018

Feb 11, 2019

BUY
N/A
347 Added 2.22%
15,996 $847,000
Q3 2018

Nov 14, 2018

BUY
N/A
763 Added 5.13%
15,649 $810,000
Q2 2018

Jul 30, 2018

SELL
N/A
-438 Reduced 2.86%
14,886 $779,000
Q1 2018

Apr 16, 2018

SELL
N/A
-155 Reduced 1.0%
15,324 $806,000
Q4 2017

Feb 09, 2018

SELL
N/A
-348 Reduced 2.2%
15,479 $825,000
Q3 2017

Oct 26, 2017

BUY
N/A
890 Added 5.96%
15,827 $853,000
Q2 2017

Aug 15, 2017

BUY
N/A
14,937
14,937 $806,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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