Taylor, Cottrill, Erickson & Associates, Inc. Schwab Intermediate Term Us Tr Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $359 Million
  • Q3 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 03, 2022
SELL
$55.82 - $56.81 $1.18 Million - $1.2 Million
-21,098 Closed
0 $0
Q3 2021

Oct 15, 2021
BUY
$56.59 - $57.62 $12,732 - $12,964
225 Added 1.08%
21,098 $1.2 Million
Q2 2021

Jul 20, 2021
SELL
$56.38 - $57.16 $2,029 - $2,057
-36 Reduced 0.17%
20,873 $1.19 Million
Q1 2021

Apr 14, 2021
SELL
$56.41 - $58.25 $37,061 - $38,270
-657 Reduced 3.05%
20,909 $1.18 Million
Q3 2020

Oct 09, 2020
BUY
$58.56 - $58.96 $49,776 - $50,116
850 Added 4.1%
21,566 $1.27 Million
Q2 2020

Jul 14, 2020
SELL
$58.18 - $58.86 $5,818 - $5,886
-100 Reduced 0.48%
20,716 $1.22 Million
Q1 2020

Apr 15, 2020
BUY
$55.04 - $58.78 $8,145 - $8,699
148 Added 0.72%
20,816 $1.22 Million
Q4 2019

Jan 14, 2020
BUY
$54.79 - $56.05 $27,395 - $28,025
500 Added 2.48%
20,668 $1.14 Million
Q2 2019

Jul 26, 2019
BUY
N/A
7 Added 0.03%
20,168 $1.11 Million
Q1 2019

Apr 29, 2019
SELL
N/A
-679 Reduced 3.26%
20,161 $1.08 Million
Q4 2018

Jan 29, 2019
SELL
N/A
-6,200 Reduced 22.93%
20,840 $1.1 Million
Q3 2018

Oct 24, 2018
SELL
N/A
-621 Reduced 2.25%
27,040 $1.4 Million
Q1 2018

Apr 23, 2018
BUY
N/A
282 Added 1.03%
27,661 $1.46 Million
Q4 2017

Jan 24, 2018
SELL
N/A
-1,470 Reduced 5.1%
27,379 $1.46 Million
Q3 2017

Oct 19, 2017
BUY
N/A
28,849
28,849 $1.56 Million

Others Institutions Holding SCHR

# of Institutions
407
Shares Held
315M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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