Smartleaf Asset Management LLC Schwab Intermediate Term Us Tr Transaction History

Smartleaf Asset Management LLC

  • $610 Billion
  • Q2 2024

A detailed history of Smartleaf Asset Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 2,303 shares of SCHR stock, worth $116,347. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,303
Previous 1,664 38.4%
Holding current value
$116,347
Previous $82.8 Million 35.88%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$47.85 - $49.0 $30,576 - $31,311
639 Added 38.4%
2,303 $113 Million
Q1 2024

May 02, 2024
BUY
$48.64 - $49.88 $46,888 - $48,084
964 Added 137.71%
1,664 $82.8 Million
Q4 2023

Feb 12, 2024
BUY
$47.09 - $49.87 $32,963 - $34,909
700 New
700 $34.8 Million

Others Institutions Holding SCHR

# of Institutions
404
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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More about SCHR
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