Townsend Asset Management Corp Schwab Intermediate Term Us Tr Transaction History

Townsend Asset Management Corp

  • $273 Million
  • Q4 2024

A detailed history of Townsend Asset Management Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Townsend Asset Management Corp holds 1,318 shares of SCHR stock, worth $32,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,318
Previous 659 100.0%
Holding current value
$32,515
Previous $33,000 3.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2025
BUY
$24.19 - $50.58 $15,941 - $33,332
659 Added 100.0%
1,318 $32,000
Q3 2023

Oct 20, 2023
SELL
$47.78 - $49.59 $1,433 - $1,487
-30 Reduced 4.35%
659 $31,000
Q1 2023

Apr 28, 2023
BUY
$48.55 - $50.78 $2,039 - $2,132
42 Added 6.49%
689 $34,000
Q2 2022

Jul 25, 2022
BUY
$50.08 - $52.78 $32,401 - $34,148
647 New
647 $33,000
Q1 2020

May 07, 2020
SELL
$55.04 - $58.78 $10,842 - $11,579
-197 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$54.79 - $56.05 $10,793 - $11,041
197 New
197 $11,000

Others Institutions Holding SCHR

# of Institutions
448
Shares Held
358M
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
Track This Portfolio

Track Townsend Asset Management Corp Portfolio

Follow Townsend Asset Management 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 Townsend Asset Management Corp , based on Form 13F filings with the SEC.

News

Stay updated on Townsend Asset Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email