Venture Visionary Partners LLC Schwab Intermediate Term Us Tr Transaction History

Venture Visionary Partners LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Venture Visionary Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Venture Visionary Partners LLC holds 22,453 shares of SCHR stock, worth $547,628. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,453
Previous 22,261 0.86%
Holding current value
$547,628
Previous $1.09 Million 4.7%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$48.4 - $50.91 $9,292 - $9,774
192 Added 0.86%
22,453 $1.14 Million
Q2 2024

Aug 13, 2024
SELL
$47.85 - $49.0 $3,684 - $3,773
-77 Reduced 0.34%
22,261 $1.09 Million
Q1 2024

May 13, 2024
BUY
$48.64 - $49.88 $6,323 - $6,484
130 Added 0.59%
22,338 $1.1 Million
Q4 2023

Feb 15, 2024
BUY
$47.09 - $49.87 $60,086 - $63,634
1,276 Added 6.1%
22,208 $1.1 Million
Q4 2023

Jan 24, 2024
SELL
$47.09 - $49.87 $9,370 - $9,924
-199 Reduced 0.94%
20,932 $1.04 Million
Q3 2023

Oct 13, 2023
BUY
$47.78 - $49.59 $8,027 - $8,331
168 Added 0.8%
21,131 $1.01 Million
Q2 2023

Jul 14, 2023
BUY
$49.25 - $50.96 $7,584 - $7,847
154 Added 0.74%
20,963 $1.03 Million
Q1 2023

Apr 13, 2023
BUY
$48.55 - $50.78 $4,952 - $5,179
102 Added 0.49%
20,809 $1.05 Million
Q4 2022

Feb 09, 2023
SELL
$48.12 - $50.24 $9,287 - $9,696
-193 Reduced 0.92%
20,707 $1.02 Million
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $5,598 - $6,042
115 Added 0.55%
20,900 $1.03 Million
Q2 2022

Jul 26, 2022
BUY
$50.08 - $52.78 $100,760 - $106,193
2,012 Added 10.72%
20,785 $0
Q1 2022

May 03, 2022
BUY
$52.72 - $55.84 $1,634 - $1,731
31 Added 0.17%
18,773 $999,000
Q4 2021

Feb 08, 2022
BUY
$55.82 - $56.81 $3,293 - $3,351
59 Added 0.32%
18,742 $1.05 Million
Q3 2021

Oct 20, 2021
BUY
$56.59 - $57.62 $23,711 - $24,142
419 Added 2.29%
18,683 $1.06 Million
Q2 2021

Aug 05, 2021
BUY
$56.38 - $57.16 $2,706 - $2,743
48 Added 0.26%
18,264 $1.04 Million
Q1 2021

Apr 27, 2021
BUY
$56.41 - $58.25 $1,748 - $1,805
31 Added 0.17%
18,216 $1.03 Million
Q4 2020

Jan 27, 2021
BUY
$57.98 - $58.64 $1.05 Million - $1.07 Million
18,185 New
18,185 $1.06 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

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