Apella Capital, LLC Schwab Intermediate Term Us Tr Transaction History

Apella Capital, LLC

  • $2.54 Billion
  • Q4 2024

A detailed history of Apella Capital, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Apella Capital, LLC holds 11,151 shares of SCHR stock, worth $272,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,151
Previous 5,570 100.2%
Holding current value
$272,418
Previous $281,000 3.91%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$24.19 - $50.58 $135,004 - $282,286
5,581 Added 100.2%
11,151 $270,000
Q3 2024

Oct 03, 2024
SELL
$48.4 - $50.91 $19,892 - $20,924
-411 Reduced 6.87%
5,570 $281,000
Q2 2024

Jul 10, 2024
BUY
$47.85 - $49.0 $64,788 - $66,346
1,354 Added 29.26%
5,981 $291,000
Q1 2024

Apr 10, 2024
SELL
$48.64 - $49.88 $29,184 - $29,928
-600 Reduced 11.48%
4,627 $226,000
Q4 2023

Jan 05, 2024
SELL
$47.09 - $49.87 $97,664 - $103,430
-2,074 Reduced 28.41%
5,227 $259,000
Q3 2023

Oct 10, 2023
SELL
$47.78 - $49.59 $1,815 - $1,884
-38 Reduced 0.52%
7,301 $350,000
Q2 2023

Jul 06, 2023
SELL
$49.25 - $50.96 $4,334 - $4,484
-88 Reduced 1.18%
7,339 $361,000
Q4 2022

Jan 10, 2023
SELL
$48.12 - $50.24 $14,724 - $15,373
-306 Reduced 3.96%
7,427 $0
Q3 2022

Oct 11, 2022
SELL
$48.68 - $52.54 $7,983 - $8,616
-164 Reduced 2.08%
7,733 $380,000
Q4 2021

Jan 13, 2022
SELL
$55.82 - $56.81 $7,703 - $7,839
-138 Reduced 1.72%
7,897 $443,000
Q3 2021

Jan 18, 2022
BUY
$56.59 - $57.62 $454,700 - $462,976
8,035 New
8,035 $456,000
Q3 2021

Oct 12, 2021
SELL
$56.59 - $57.62 $467,093 - $475,595
-8,254 Closed
0 $0
Q2 2021

Jan 18, 2022
BUY
$56.38 - $57.16 $465,360 - $471,798
8,254 New
8,254 $469,000

Others Institutions Holding SCHR

# of Institutions
404
Shares Held
205M
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
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email