Aptus Capital Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,169 shares of SCHR stock, worth $28,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,169
Previous 1,305 10.42%
Holding current value
$28,535
Previous $63,000 6.35%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$48.4 - $50.91 $6,582 - $6,923
-136 Reduced 10.42%
1,169 $59,000
Q2 2024

Jul 31, 2024
BUY
$47.85 - $49.0 $50,768 - $51,989
1,061 Added 434.84%
1,305 $63,000
Q1 2024

May 15, 2024
BUY
$48.64 - $49.88 $11,624 - $11,921
239 Added 4780.0%
244 $11,000
Q4 2023

Feb 13, 2024
BUY
$47.09 - $49.87 $235 - $249
5 New
5 $0
Q3 2022

Nov 02, 2022
BUY
$48.68 - $52.54 $48 - $52
1 Added 8.33%
13 $1,000
Q1 2022

May 04, 2022
BUY
$52.72 - $55.84 $632 - $670
12 New
12 $1,000

Others Institutions Holding SCHR

# of Institutions
402
Shares Held
202M
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
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More about SCHR
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