West Coast Financial LLC Schwab Intermediate Term Us Tr Transaction History

West Coast Financial LLC

  • $824 Million
  • Q1 2024

A detailed history of West Coast Financial LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, West Coast Financial LLC holds 506,227 shares of SCHR stock, worth $24.6 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
506,227
Previous 377,984 33.93%
Holding current value
$24.6 Million
Previous $18.8 Million 32.12%
% of portfolio
3.01%
Previous 2.47%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$48.64 - $49.88 $6.24 Million - $6.4 Million
128,243 Added 33.93%
506,227 $24.8 Million
Q4 2023

Jan 11, 2024
BUY
$47.09 - $49.87 $2.78 Million - $2.94 Million
58,988 Added 18.49%
377,984 $18.8 Million
Q3 2023

Nov 02, 2023
BUY
$47.78 - $49.59 $7,549 - $7,835
158 Added 0.05%
318,996 $15.3 Million
Q2 2023

Aug 08, 2023
SELL
$49.25 - $50.96 $859,954 - $889,812
-17,461 Reduced 5.19%
318,838 $15.7 Million
Q1 2023

May 08, 2023
BUY
$48.55 - $50.78 $575,754 - $602,200
11,859 Added 3.66%
336,299 $17 Million
Q4 2022

Feb 14, 2023
SELL
$48.33 - $50.24 $587,402 - $610,616
-12,154 Reduced 3.61%
324,440 $16 Million
Q3 2022

Oct 31, 2022
BUY
N/A
13,287 Added 4.11%
336,594 $16.5 Million
Q2 2022

Jul 11, 2022
BUY
N/A
53,716 Added 19.92%
323,307 $16.7 Million
Q1 2022

Apr 20, 2022
BUY
N/A
14,689 Added 5.76%
269,591 $14.4 Million
Q4 2021

Jan 19, 2022
BUY
N/A
130,055 Added 104.17%
254,902 $14.3 Million
Q3 2021

Nov 03, 2021
BUY
N/A
14,081 Added 12.71%
124,847 $7.08 Million
Q2 2021

Jul 28, 2021
BUY
N/A
8,156 Added 7.95%
110,766 $6.3 Million
Q1 2021

May 10, 2021
BUY
N/A
6,432 Added 6.69%
102,610 $5.79 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-4,965 Reduced 4.91%
96,178 $5.6 Million
Q3 2020

Nov 05, 2020
BUY
N/A
38,504 Added 61.47%
101,143 $5.94 Million
Q2 2020

Jul 13, 2020
SELL
N/A
-33,567 Reduced 34.89%
62,639 $3.68 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-13,484 Reduced 12.29%
96,206 $5.66 Million
Q4 2019

Jan 17, 2020
BUY
N/A
18,445 Added 20.21%
109,690 $6.03 Million
Q3 2019

Oct 16, 2019
BUY
N/A
26,201 Added 40.28%
91,245 $5.07 Million
Q2 2019

Jul 16, 2019
BUY
N/A
24,847 Added 61.81%
65,044 $3.58 Million
Q1 2019

Apr 22, 2019
BUY
N/A
16,325 Added 68.39%
40,197 $2.16 Million
Q4 2018

Jan 29, 2019
BUY
N/A
4,646 Added 24.17%
23,872 $1.26 Million
Q3 2018

Oct 19, 2018
BUY
N/A
10,994 Added 133.55%
19,226 $996,000
Q2 2018

Jul 16, 2018
BUY
N/A
8,232 New
8,232 $431,000

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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