Sigma Planning Corp Schwab Intermediate Term Us Tr Transaction History

Sigma Planning Corp

  • $3.18 Billion
  • Q2 2025

A detailed history of Sigma Planning Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sigma Planning Corp holds 24,136 shares of SCHR stock, worth $608,951. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,136
Previous 24,284 0.61%
Holding current value
$608,951
Previous $603,000 0.17%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$24.54 - $25.07 $3,631 - $3,710
-148 Reduced 0.61%
24,136 $604,000
Q1 2025

May 01, 2025
SELL
$24.05 - $24.86 $4,184 - $4,325
-174 Reduced 0.71%
24,284 $603,000
Q4 2024

Feb 03, 2025
BUY
$24.19 - $50.58 $300,778 - $628,911
12,434 Added 103.41%
24,458 $594,000
Q3 2024

Nov 01, 2024
SELL
$48.4 - $50.91 $193 - $203
-4 Reduced 0.03%
12,024 $608,000
Q2 2024

Aug 05, 2024
SELL
$47.85 - $49.0 $29,762 - $30,478
-622 Reduced 4.92%
12,028 $586,000
Q1 2024

May 01, 2024
BUY
$48.64 - $49.88 $399,139 - $409,315
8,206 Added 184.65%
12,650 $620,000
Q4 2023

Feb 01, 2024
SELL
$47.09 - $49.87 $423,621 - $448,630
-8,996 Reduced 66.93%
4,444 $220,000
Q3 2023

Nov 06, 2023
SELL
$47.78 - $49.59 $10,177 - $10,562
-213 Reduced 1.56%
13,440 $644,000
Q2 2023

Aug 01, 2023
BUY
$49.25 - $50.96 $459,551 - $475,507
9,331 Added 215.9%
13,653 $672,000
Q1 2023

May 05, 2023
BUY
$48.55 - $50.78 $2,136 - $2,234
44 Added 1.03%
4,322 $217,000
Q4 2022

Jan 24, 2023
BUY
$48.12 - $50.24 $205,857 - $214,926
4,278 New
4,278 $0
Q3 2020

Nov 03, 2020
SELL
$58.56 - $58.96 $1.42 Million - $1.43 Million
-24,182 Closed
0 $0
Q2 2020

Jul 31, 2020
BUY
$58.18 - $58.86 $1.41 Million - $1.42 Million
24,182 New
24,182 $1.42 Million

Others Institutions Holding SCHR

# of Institutions
499
Shares Held
376M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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