Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023

BUY
$47.78 - $49.59 $11,897 - $12,347
249 Added 2.1%
12,094 $579,000
Q2 2023

Aug 11, 2023

BUY
$49.25 - $50.96 $20,635 - $21,352
419 Added 3.67%
11,845 $583,000
Q1 2023

May 15, 2023

SELL
$48.55 - $50.78 $33,985 - $35,546
-700 Reduced 5.77%
11,426 $576,000
Q4 2022

Feb 14, 2023

SELL
$48.12 - $50.24 $8,661 - $9,043
-180 Reduced 1.46%
12,126 $596,000
Q3 2022

Nov 14, 2022

SELL
$48.68 - $52.54 $24,145 - $26,059
-496 Reduced 3.87%
12,306 $604,000
Q2 2022

Aug 15, 2022

BUY
$50.08 - $52.78 $24,839 - $26,178
496 Added 4.03%
12,802 $0
Q1 2022

May 13, 2022

BUY
$52.72 - $55.84 $648,772 - $687,167
12,306 New
12,306 $0
Q4 2021

Feb 14, 2022

SELL
$55.82 - $56.81 $483,177 - $491,747
-8,656 Closed
0 $0
Q2 2021

Aug 12, 2021

SELL
$56.38 - $57.16 $6,483 - $6,573
-115 Reduced 1.31%
8,656 $0
Q1 2021

May 13, 2021

BUY
$56.41 - $58.25 $8,123 - $8,388
144 Added 1.67%
8,771 $0
Q4 2020

Feb 12, 2021

SELL
$57.98 - $58.64 $11,596 - $11,728
-200 Reduced 2.27%
8,627 $0
Q3 2020

Nov 13, 2020

BUY
$58.56 - $58.96 $1,581 - $1,591
27 Added 0.31%
8,827 $0
Q4 2019

Feb 11, 2020

SELL
$54.79 - $56.05 $10,136 - $10,369
-185 Reduced 2.06%
8,800 $0
Q1 2019

May 15, 2019

BUY
N/A
950 Added 11.82%
8,985 $0
Q3 2018

Nov 14, 2018

BUY
N/A
8,035 New
8,035 $0

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


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

Track Segall Bryant & Hamill, LLC Portfolio

Follow Segall Bryant & Hamill, 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 Segall Bryant & Hamill, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segall Bryant & Hamill, LLC with notifications on news.