Willis Johnson & Associates, Inc. Schwab Intermediate Term Us Tr Transaction History

Willis Johnson & Associates, Inc.

  • $1.31 Billion
  • Q3 2024

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 23,042 shares of SCHR stock, worth $562,455. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,042
Previous 15,607 47.64%
Holding current value
$562,455
Previous $761,000 53.09%
% of portfolio
0.09%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
402
Shares Held
201M
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
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