Your Advocates Ltd., LLP Schwab Intermediate Term Us Tr Transaction History

Your Advocates Ltd., LLP

$192 Million
Q3 2024

A detailed history of Your Advocates Ltd., LLP transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 370,949 shares of SCHR stock, worth $9 Million. This represents 9.76% of its overall portfolio holdings.

Number of Shares

370,949

Previous 375,018 1.09%

Holding current value

$9 Million

Previous $18.3 Million 2.63%

% of portfolio

9.76%

Previous 10.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$48.4 - $50.91 $196,939 - $207,152	-4,069 Reduced 1.09%	370,949 $18.8 Million
Q2 2024 Jul 29, 2024	SELL	$47.85 - $49.0 $4.61 Million - $4.72 Million	-96,290 Reduced 20.43%	375,018 $18.3 Million
Q1 2024 Apr 30, 2024	SELL	$48.64 - $49.88 $870,169 - $892,353	-17,890 Reduced 3.66%	471,308 $23.1 Million
Q4 2023 Feb 07, 2024	BUY	$47.09 - $49.87 $14.3 Million - $15.1 Million	303,697 Added 163.72%	489,198 $24.3 Million
Q3 2023 Nov 02, 2023	BUY	$47.78 - $49.59 $857,985 - $890,487	17,957 Added 10.72%	185,501 $8.89 Million
Q2 2023 Jul 31, 2023	BUY	$49.25 - $50.96 $1.09 Million - $1.13 Million	22,197 Added 15.27%	167,544 $8.26 Million
Q1 2023 Apr 28, 2023	SELL	$48.55 - $50.78 $28.1 Million - $29.4 Million	-579,368 Reduced 79.94%	145,347 $7.33 Million
Q4 2022 Jan 27, 2023	SELL	$48.12 - $50.24 $4.4 Million - $4.59 Million	-91,400 Reduced 11.2%	724,715 $35.7 Million
Q3 2022 Nov 08, 2022	SELL	$48.68 - $52.54 $827,024 - $892,602	-16,989 Reduced 2.04%	816,115 $40.1 Million
Q2 2022 Aug 11, 2022	BUY	$50.08 - $52.78 $771,682 - $813,287	15,409 Added 1.88%	833,104 $43 Million
Q1 2022 Apr 26, 2022	BUY	$52.72 - $55.84 $3.39 Million - $3.59 Million	64,325 Added 8.54%	817,695 $43.5 Million
Q4 2021 Jan 21, 2022	BUY	$55.82 - $56.81 $6.02 Million - $6.12 Million	107,796 Added 16.7%	753,370 $42.3 Million
Q3 2021 Nov 05, 2021	BUY	$56.59 - $57.62 $2.07 Million - $2.11 Million	36,654 Added 6.02%	645,574 $36.6 Million
Q2 2021 Jul 29, 2021	BUY	$56.38 - $57.16 $10.6 Million - $10.8 Million	188,758 Added 44.93%	608,920 $34.6 Million
Q1 2021 Apr 29, 2021	BUY	$56.41 - $58.25 $7.32 Million - $7.55 Million	129,682 Added 44.64%	420,162 $23.7 Million
Q4 2020 Jan 29, 2021	SELL	$57.98 - $58.64 $12.1 Million - $12.2 Million	-208,563 Reduced 41.79%	290,480 $16.9 Million
Q3 2020 Nov 09, 2020	SELL	$58.56 - $58.96 $8 Million - $8.05 Million	-136,571 Reduced 21.49%	499,043 $29.3 Million
Q2 2020 Jul 22, 2020	BUY	$58.18 - $58.86 $26.4 Million - $26.7 Million	454,074 Added 250.12%	635,614 $60,000
Q1 2020 Apr 27, 2020	BUY	$55.04 - $58.78 $1.78 Million - $1.9 Million	32,387 Added 21.71%	181,540 $10.7 Million
Q4 2019 Jan 24, 2020	BUY	$54.79 - $56.05 $8.17 Million - $8.36 Million	149,153 New	149,153 $8.19 Million

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

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Your Advocates Ltd., LLP Schwab Intermediate Term Us Tr Transaction History