A detailed history of Willis Johnson & Associates, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 47,969 shares of SCHR stock, worth $1.18 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
47,969
Previous 23,042 108.18%
Holding current value
$1.18 Million
Previous $1.17 Million -0.0%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$24.19 - $50.58 $602,984 - $1.26 Million
24,927 Added 108.18%
47,969 $1.17 Million
Q3 2024

Oct 31, 2024

BUY
$48.4 - $50.91 $359,854 - $378,515
7,435 Added 47.64%
23,042 $1.17 Million
Q2 2024

Aug 01, 2024

BUY
$47.85 - $49.0 $746,794 - $764,743
15,607 New
15,607 $761,000
Q3 2023

Oct 25, 2023

BUY
$47.78 - $49.59 $199,720 - $207,286
4,180 New
4,180 $200,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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