West Hill Financial Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

West Hill Financial Advisors, Inc.

  • $445 Million
  • Q3 2024

A detailed history of West Hill Financial Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 494,411 shares of SCHR stock, worth $12.1 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
494,411
Previous 474,493 4.2%
Holding current value
$12.1 Million
Previous $23.1 Million 8.11%
% of portfolio
5.62%
Previous 5.62%

Shares

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

Oct 18, 2024
BUY
$48.4 - $50.91 $964,031 - $1.01 Million
19,918 Added 4.2%
494,411 $25 Million
Q2 2024

Jul 19, 2024
BUY
$47.85 - $49.0 $383,422 - $392,637
8,013 Added 1.72%
474,493 $23.1 Million
Q1 2024

Apr 24, 2024
BUY
$48.64 - $49.88 $1.18 Million - $1.21 Million
24,219 Added 5.48%
466,480 $22.9 Million
Q4 2023

Jan 31, 2024
SELL
$47.09 - $49.87 $772,087 - $817,668
-16,396 Reduced 3.57%
442,261 $22 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $344,111 - $357,147
7,202 Added 1.6%
458,657 $22 Million
Q2 2023

Aug 10, 2023
BUY
$49.25 - $50.96 $437,635 - $452,830
8,886 Added 2.01%
451,455 $22.2 Million
Q1 2023

May 11, 2023
BUY
$48.55 - $50.78 $1.21 Million - $1.27 Million
24,932 Added 5.97%
442,569 $22.3 Million
Q4 2022

Feb 14, 2023
SELL
$48.12 - $50.24 $316,148 - $330,076
-6,570 Reduced 1.55%
417,637 $20.6 Million
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $179,142 - $193,347
3,680 Added 0.88%
424,207 $20.8 Million
Q2 2022

Jul 29, 2022
SELL
$50.08 - $52.78 $285,405 - $300,793
-5,699 Reduced 1.34%
420,527 $21.7 Million
Q1 2022

Apr 27, 2022
BUY
$52.72 - $55.84 $22.5 Million - $23.8 Million
426,226 New
426,226 $22.7 Million

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
198M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track West Hill Financial Advisors, Inc. Portfolio

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

News

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email