United Capital Financial Advisers, LLC Schwab Intermediate Term Us Tr Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Aug 14, 2023
BUY
$48.55 - $50.78 $206,871 - $216,373
4,261 New
4,261 $214,000
Q1 2023

May 15, 2023
SELL
$48.55 - $50.78 $49,521 - $51,795
-1,020 Reduced 19.31%
4,261 $214,000
Q4 2022

Feb 14, 2023
SELL
$48.12 - $50.24 $35,079 - $36,624
-729 Reduced 12.13%
5,281 $259,000
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $39,917 - $43,082
820 Added 15.8%
6,010 $295,000
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $104,438 - $110,619
-1,981 Reduced 27.63%
5,190 $276,000
Q4 2021

Feb 14, 2022
BUY
$55.82 - $56.81 $79,599 - $81,011
1,426 Added 24.82%
7,171 $403,000
Q3 2021

Nov 15, 2021
SELL
$56.59 - $57.62 $33,840 - $34,456
-598 Reduced 9.43%
5,745 $326,000
Q2 2021

Aug 13, 2021
BUY
$56.38 - $57.16 $38,225 - $38,754
678 Added 11.97%
6,343 $361,000
Q1 2021

May 14, 2021
SELL
$56.41 - $58.25 $3,948 - $4,077
-70 Reduced 1.22%
5,665 $320,000
Q4 2020

Feb 17, 2021
BUY
$57.98 - $58.64 $10,668 - $10,789
184 Added 3.31%
5,735 $334,000
Q3 2020

Nov 13, 2020
BUY
$58.56 - $58.96 $45,969 - $46,283
785 Added 16.47%
5,551 $326,000
Q2 2020

Aug 13, 2020
SELL
$58.18 - $58.86 $948,450 - $959,535
-16,302 Reduced 77.38%
4,766 $280,000
Q1 2020

May 15, 2020
SELL
$55.04 - $58.78 $476,261 - $508,623
-8,653 Reduced 29.11%
21,068 $1.24 Million
Q4 2019

Feb 14, 2020
BUY
$54.79 - $56.05 $58,515 - $59,861
1,068 Added 3.73%
29,721 $1.63 Million
Q3 2019

Nov 14, 2019
SELL
$54.92 - $55.68 $5,601 - $5,679
-102 Reduced 0.35%
28,653 $1.59 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,142 Added 4.14%
28,755 $1.58 Million
Q1 2019

May 14, 2019
SELL
N/A
-8,119 Reduced 22.72%
27,613 $1.49 Million
Q4 2018

Feb 14, 2019
BUY
N/A
1,153 Added 3.33%
35,732 $1.89 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-29,421 Reduced 45.97%
34,579 $1.79 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-2,013 Reduced 3.05%
64,000 $3.35 Million
Q1 2018

May 15, 2018
BUY
N/A
7,949 Added 13.69%
66,013 $3.47 Million
Q4 2017

Feb 13, 2018
BUY
N/A
20,826 Added 55.93%
58,064 $3.1 Million
Q3 2017

Nov 14, 2017
BUY
N/A
37,238
37,238 $2.01 Million

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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