Resonant Capital Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Resonant Capital Advisors, LLC

  • $1.17 Billion
  • Q1 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 684,007 shares of SCHR stock, worth $33.3 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
684,007
Previous 624,151 9.59%
Holding current value
$33.3 Million
Previous $31 Million 8.11%
% of portfolio
2.88%
Previous 3.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$48.64 - $49.88 $2.91 Million - $2.99 Million
59,856 Added 9.59%
684,007 $33.6 Million
Q4 2023

Jan 31, 2024
BUY
$47.09 - $49.87 $2.36 Million - $2.5 Million
50,112 Added 8.73%
624,151 $31 Million
Q3 2023

Oct 31, 2023
BUY
$47.78 - $49.59 $8.51 Million - $8.83 Million
178,096 Added 44.98%
574,039 $27.5 Million
Q2 2023

Jul 25, 2023
BUY
$49.25 - $50.96 $2.24 Million - $2.32 Million
45,561 Added 13.0%
395,943 $19.5 Million
Q1 2023

Apr 21, 2023
BUY
$48.55 - $50.78 $1.35 Million - $1.42 Million
27,898 Added 8.65%
350,382 $17.7 Million
Q4 2022

Jan 23, 2023
BUY
$48.33 - $50.24 $1.29 Million - $1.35 Million
26,791 Added 9.06%
322,484 $0
Q3 2022

Oct 20, 2022
BUY
N/A
113,298 Added 62.12%
295,693 $14.5 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-42,549 Reduced 18.92%
182,395 $9.41 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-33,345 Reduced 12.91%
224,944 $11.9 Million
Q4 2021

Jan 26, 2022
BUY
N/A
13,119 Added 5.35%
258,289 $14.5 Million
Q3 2021

Oct 18, 2021
SELL
N/A
-44 Reduced 0.02%
245,170 $13.9 Million
Q2 2021

Jul 16, 2021
BUY
N/A
18,740 Added 8.27%
245,214 $13.9 Million
Q1 2021

Apr 28, 2021
BUY
N/A
22,958 Added 11.28%
226,474 $12.8 Million
Q4 2020

Jan 15, 2021
BUY
N/A
12,404 Added 6.49%
203,516 $11.8 Million
Q3 2020

Nov 03, 2020
BUY
N/A
18,360 Added 10.63%
191,112 $11.2 Million
Q2 2020

Aug 05, 2020
BUY
N/A
65,045 Added 60.39%
172,752 $10.2 Million
Q1 2020

May 14, 2020
BUY
N/A
19,062 Added 21.5%
107,707 $6.33 Million
Q4 2019

Feb 18, 2020
BUY
N/A
88,645 New
88,645 $4.87 Million

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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