West Paces Advisors Inc. Schwab Intermediate Term Us Tr Transaction History

West Paces Advisors Inc.

$410 Billion
Q4 2024

A detailed history of West Paces Advisors Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, West Paces Advisors Inc. holds 12,815 shares of SCHR stock, worth $315,889. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,815

Previous 7,400 73.18%

Holding current value

$315,889

Previous $374 Million 16.87%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$24.19 - $50.58 $130,988 - $273,890	5,415 Added 73.18%	12,815 $311 Million
Q3 2024 Oct 15, 2024	BUY	$48.4 - $50.91 $4,840 - $5,091	100 Added 1.37%	7,400 $374 Million
Q2 2024 Jul 16, 2024	SELL	$47.85 - $49.0 $62,922 - $64,435	-1,315 Reduced 15.26%	7,300 $356 Million
Q1 2024 Apr 15, 2024	SELL	$48.64 - $49.88 $12,160 - $12,470	-250 Reduced 2.82%	8,615 $423 Million
Q4 2023 Jan 30, 2024	BUY	$47.09 - $49.87 $417,452 - $442,097	8,865 New	8,865 $441 Million
Q3 2022 Dec 18, 2023	BUY	$48.68 - $52.54 $2,141 - $2,311	44 New	44 $2.17 Million
Q4 2021 Dec 19, 2023	SELL	$55.82 - $56.81 $13,620 - $13,861	-244 Closed	0 $0
Q2 2021 Dec 19, 2023	BUY	$56.38 - $57.16 $13,756 - $13,947	244 New	244 $13.9 Million

Others Institutions Holding SCHR

# of Institutions

445

Shares Held

356M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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West Paces Advisors Inc. Schwab Intermediate Term Us Tr Transaction History