True Link Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

True Link Financial Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of True Link Financial Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 28,151 shares of SCHR stock, worth $696,737. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,151
Holding current value
$696,737
% of portfolio
0.06%

Shares

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

Jan 16, 2025
BUY
$24.19 - $50.58 $680,972 - $1.42 Million
28,151 New
28,151 $683,000
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $15,974 - $16,919
-303 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$57.98 - $58.64 $17,567 - $17,767
303 New
303 $18,000

Others Institutions Holding SCHR

# of Institutions
447
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
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