Zhang Financial LLC Schwab Intermediate Term Us Tr Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
SELL
$47.78 - $49.59 $245,923 - $255,239
-5,147 Reduced 51.48%
4,852 $232,000
Q2 2023

Jul 18, 2023
SELL
$49.25 - $50.96 $2,462 - $2,548
-50 Reduced 0.5%
9,999 $492,000
Q1 2023

May 10, 2023
SELL
$48.55 - $50.78 $4,563 - $4,773
-94 Reduced 0.93%
10,049 $506,000
Q4 2022

May 17, 2023
BUY
$48.12 - $50.24 $4,523 - $4,722
94 Added 0.94%
10,143 $499,000
Q4 2022

Jan 17, 2023
BUY
$48.12 - $50.24 $9,142 - $9,545
190 Added 1.91%
10,143 $499,000
Q3 2022

Oct 18, 2022
BUY
$48.68 - $52.54 $1,898 - $2,049
39 Added 0.39%
9,953 $489,000
Q2 2022

Jul 14, 2022
BUY
$50.08 - $52.78 $58,593 - $61,752
1,170 Added 13.38%
9,914 $512,000
Q1 2022

Apr 21, 2022
BUY
$52.72 - $55.84 $226,063 - $239,441
4,288 Added 96.23%
8,744 $466,000
Q4 2021

Feb 10, 2022
BUY
$55.82 - $56.81 $1,339 - $1,363
24 Added 0.54%
4,456 $250,000
Q3 2021

Oct 20, 2021
BUY
$56.59 - $57.62 $565 - $576
10 Added 0.23%
4,432 $251,000
Q2 2021

Jul 26, 2021
BUY
$56.38 - $57.16 $249,312 - $252,761
4,422 New
4,422 $251,000

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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