Summit Financial, LLC Schwab Intermediate Term Us Tr Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Summit Financial, LLC holds 326,363 shares of SCHR stock, worth $7.99 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
326,363
Previous 152,209 114.42%
Holding current value
$7.99 Million
Previous $7.7 Million 2.93%
% of portfolio
0.28%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$24.19 - $50.58 $4.21 Million - $8.81 Million
174,154 Added 114.42%
326,363 $7.93 Million
Q3 2024

Nov 12, 2024
BUY
$48.4 - $50.91 $7.37 Million - $7.75 Million
152,209 New
152,209 $7.7 Million

Others Institutions Holding SCHR

# of Institutions
443
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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