A detailed history of West Paces Advisors Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, West Paces Advisors Inc. holds 7,400 shares of SCHR stock, worth $179,598. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,400
Previous 7,300 1.37%
Holding current value
$179,598
Previous $356 Million 5.17%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 15, 2024

BUY
$48.4 - $50.91 $4,840 - $5,091
100 Added 1.37%
7,400 $374 Million
Q2 2024

Jul 16, 2024

SELL
$47.85 - $49.0 $62,922 - $64,435
-1,315 Reduced 15.26%
7,300 $356 Million
Q1 2024

Apr 15, 2024

SELL
$48.64 - $49.88 $12,160 - $12,470
-250 Reduced 2.82%
8,615 $423 Million
Q4 2023

Jan 30, 2024

BUY
$47.09 - $49.87 $417,452 - $442,097
8,865 New
8,865 $441 Million
Q3 2022

Dec 18, 2023

BUY
$48.68 - $52.54 $2,141 - $2,311
44 New
44 $2.17 Million
Q4 2021

Dec 19, 2023

SELL
$55.82 - $56.81 $13,620 - $13,861
-244 Closed
0 $0
Q2 2021

Dec 19, 2023

BUY
$56.38 - $57.16 $13,756 - $13,947
244 New
244 $13.9 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track West Paces Advisors Inc. Portfolio

Follow West Paces Advisors 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 West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.