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 8,615 shares of SCHR stock, worth $421,445. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,615
Previous 8,865 2.82%
Holding current value
$421,445
Previous $441 Million 4.13%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
44 New
44 $2.17 Million
Q4 2021

Dec 19, 2023

SELL
N/A
-244 Closed
0 $0
Q2 2021

Dec 19, 2023

BUY
N/A
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
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