Sigma Planning Corp Schwab Intermediate Term Us Tr Transaction History

Sigma Planning Corp

  • $3.22 Billion
  • Q3 2024

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 12,024 shares of SCHR stock, worth $293,746. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,024
Previous 12,028 0.03%
Holding current value
$293,746
Previous $586,000 3.75%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp 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 Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email