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 471,308 shares of SCHR stock, worth $23 Million. This represents 12.73% of its overall portfolio holdings.

Number of Shares
471,308
Previous 489,198 3.66%
Holding current value
$23 Million
Previous $24.3 Million 4.95%
% of portfolio
12.73%
Previous 12.74%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$48.33 - $50.24 $4.42 Million - $4.59 Million
-91,400 Reduced 11.2%
724,715 $35.7 Million
Q3 2022

Nov 08, 2022

SELL
N/A
-16,989 Reduced 2.04%
816,115 $40.1 Million
Q2 2022

Aug 11, 2022

BUY
N/A
15,409 Added 1.88%
833,104 $43 Million
Q1 2022

Apr 26, 2022

BUY
N/A
64,325 Added 8.54%
817,695 $43.5 Million
Q4 2021

Jan 21, 2022

BUY
N/A
107,796 Added 16.7%
753,370 $42.3 Million
Q3 2021

Nov 05, 2021

BUY
N/A
36,654 Added 6.02%
645,574 $36.6 Million
Q2 2021

Jul 29, 2021

BUY
N/A
188,758 Added 44.93%
608,920 $34.6 Million
Q1 2021

Apr 29, 2021

BUY
N/A
129,682 Added 44.64%
420,162 $23.7 Million
Q4 2020

Jan 29, 2021

SELL
N/A
-208,563 Reduced 41.79%
290,480 $16.9 Million
Q3 2020

Nov 09, 2020

SELL
N/A
-136,571 Reduced 21.49%
499,043 $29.3 Million
Q2 2020

Jul 22, 2020

BUY
N/A
454,074 Added 250.12%
635,614 $60,000
Q1 2020

Apr 27, 2020

BUY
N/A
32,387 Added 21.71%
181,540 $10.7 Million
Q4 2019

Jan 24, 2020

BUY
N/A
149,153 New
149,153 $8.19 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


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