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 868,687 shares of SCHR stock, worth $21.2 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
868,687
Previous 767,370 13.2%
Holding current value
$21.2 Million
Previous $37.4 Million 17.45%
% of portfolio
3.28%
Previous 3.07%

Shares

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

Oct 18, 2024

BUY
$48.4 - $50.91 $4.9 Million - $5.16 Million
101,317 Added 13.2%
868,687 $44 Million
Q2 2024

Aug 01, 2024

BUY
$47.85 - $49.0 $3.99 Million - $4.08 Million
83,363 Added 12.19%
767,370 $37.4 Million
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
$48.12 - $50.24 $1.29 Million - $1.35 Million
26,791 Added 9.06%
322,484 $0
Q3 2022

Oct 20, 2022

BUY
$48.68 - $52.54 $5.52 Million - $5.95 Million
113,298 Added 62.12%
295,693 $14.5 Million
Q2 2022

Jul 12, 2022

SELL
$50.08 - $52.78 $2.13 Million - $2.25 Million
-42,549 Reduced 18.92%
182,395 $9.41 Million
Q1 2022

Apr 19, 2022

SELL
$52.72 - $55.84 $1.76 Million - $1.86 Million
-33,345 Reduced 12.91%
224,944 $11.9 Million
Q4 2021

Jan 26, 2022

BUY
$55.82 - $56.81 $732,302 - $745,290
13,119 Added 5.35%
258,289 $14.5 Million
Q3 2021

Oct 18, 2021

SELL
$56.59 - $57.62 $2,489 - $2,535
-44 Reduced 0.02%
245,170 $13.9 Million
Q2 2021

Jul 16, 2021

BUY
$56.38 - $57.16 $1.06 Million - $1.07 Million
18,740 Added 8.27%
245,214 $13.9 Million
Q1 2021

Apr 28, 2021

BUY
$56.41 - $58.25 $1.3 Million - $1.34 Million
22,958 Added 11.28%
226,474 $12.8 Million
Q4 2020

Jan 15, 2021

BUY
$57.98 - $58.64 $719,183 - $727,370
12,404 Added 6.49%
203,516 $11.8 Million
Q3 2020

Nov 03, 2020

BUY
$58.56 - $58.96 $1.08 Million - $1.08 Million
18,360 Added 10.63%
191,112 $11.2 Million
Q2 2020

Aug 05, 2020

BUY
$58.18 - $58.86 $3.78 Million - $3.83 Million
65,045 Added 60.39%
172,752 $10.2 Million
Q1 2020

May 14, 2020

BUY
$55.04 - $58.78 $1.05 Million - $1.12 Million
19,062 Added 21.5%
107,707 $6.33 Million
Q4 2019

Feb 18, 2020

BUY
$54.79 - $56.05 $4.86 Million - $4.97 Million
88,645 New
88,645 $4.87 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.