Twele Capital Management, Inc. Schwab Intermediate Term Us Tr Transaction History

Twele Capital Management, Inc.

  • $472 Million
  • Q4 2024

A detailed history of Twele Capital Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Twele Capital Management, Inc. holds 18,704 shares of SCHR stock, worth $458,060. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,704
Previous 9,134 104.77%
Holding current value
$458,060
Previous $462,000 1.73%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 14, 2025
BUY
$24.19 - $50.58 $231,498 - $484,050
9,570 Added 104.77%
18,704 $454,000
Q3 2024

Oct 07, 2024
SELL
$48.4 - $50.91 $68,921 - $72,495
-1,424 Reduced 13.49%
9,134 $462,000
Q2 2024

Jul 11, 2024
BUY
$47.85 - $49.0 $47 - $49
1 Added 0.01%
10,558 $514,000
Q1 2024

Apr 12, 2024
BUY
$48.64 - $49.88 $34,777 - $35,664
715 Added 7.26%
10,557 $517,000
Q4 2023

Jan 16, 2024
SELL
$47.09 - $49.87 $126,342 - $133,801
-2,683 Reduced 21.42%
9,842 $489,000
Q3 2023

Oct 12, 2023
SELL
$47.78 - $49.59 $39,848 - $41,358
-834 Reduced 6.24%
12,525 $600,000
Q2 2023

Jul 24, 2023
SELL
$49.25 - $50.96 $591 - $611
-12 Reduced 0.09%
13,359 $658,000
Q1 2023

Apr 25, 2023
SELL
$48.55 - $50.78 $20,973 - $21,936
-432 Reduced 3.13%
13,371 $674,000
Q4 2022

Jan 30, 2023
BUY
$48.12 - $50.24 $85,605 - $89,376
1,779 Added 14.8%
13,803 $679,000
Q3 2022

Oct 26, 2022
SELL
$48.68 - $52.54 $103,250 - $111,437
-2,121 Reduced 14.99%
12,024 $591,000
Q2 2022

Jul 19, 2022
SELL
$50.08 - $52.78 $7,411 - $7,811
-148 Reduced 1.04%
14,145 $730,000
Q1 2022

Apr 14, 2022
SELL
$52.72 - $55.84 $35,269 - $37,356
-669 Reduced 4.47%
14,293 $761,000
Q4 2021

Jan 26, 2022
BUY
$55.82 - $56.81 $9,880 - $10,055
177 Added 1.2%
14,962 $840,000
Q3 2021

Oct 21, 2021
BUY
$56.59 - $57.62 $18,448 - $18,784
326 Added 2.25%
14,785 $838,000
Q2 2021

Jul 20, 2021
SELL
$56.38 - $57.16 $20,353 - $20,634
-361 Reduced 2.44%
14,459 $822,000
Q1 2021

Apr 20, 2021
BUY
$56.41 - $58.25 $15,005 - $15,494
266 Added 1.83%
14,820 $836,000
Q4 2020

Jan 22, 2021
BUY
$57.98 - $58.64 $107,610 - $108,835
1,856 Added 14.62%
14,554 $847,000
Q3 2020

Oct 14, 2020
BUY
$58.56 - $58.96 $48,487 - $48,818
828 Added 6.98%
12,698 $745,000
Q2 2020

Jul 20, 2020
BUY
$58.18 - $58.86 $67,372 - $68,159
1,158 Added 10.81%
11,870 $698,000
Q1 2020

Apr 16, 2020
SELL
$55.04 - $58.78 $57,461 - $61,366
-1,044 Reduced 8.88%
10,712 $630,000
Q4 2019

Jan 23, 2020
BUY
$54.79 - $56.05 $172,972 - $176,949
3,157 Added 36.71%
11,756 $646,000
Q3 2019

Oct 17, 2019
BUY
$54.92 - $55.68 $17,574 - $17,817
320 Added 3.87%
8,599 $478,000
Q2 2019

Jul 18, 2019
BUY
N/A
1,444 Added 21.13%
8,279 $455,000
Q1 2019

Apr 16, 2019
BUY
N/A
636 Added 10.26%
6,835 $368,000
Q4 2018

Jan 17, 2019
BUY
N/A
353 Added 6.04%
6,199 $328,000
Q3 2018

Oct 23, 2018
SELL
N/A
-78 Reduced 1.32%
5,846 $303,000
Q2 2018

Jul 20, 2018
BUY
N/A
23 Added 0.39%
5,924 $310,000
Q1 2018

Apr 18, 2018
SELL
N/A
-365 Reduced 5.83%
5,901 $310,000
Q4 2017

Jan 22, 2018
BUY
N/A
81 Added 1.31%
6,266 $334,000
Q3 2017

Oct 16, 2017
BUY
N/A
6,185
6,185 $333,000

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
Track This Portfolio

Track Twele Capital Management, Inc. Portfolio

Follow Twele Capital Management, Inc. 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 Twele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Twele Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email