Avantax Advisory Services, Inc. Schwab Intermediate Term Us Tr Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,558 shares of SCHR stock, worth $328,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,558
Previous 13,520 0.28%
Holding current value
$328,239
Previous $659,000 4.1%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$48.4 - $50.91 $1,839 - $1,934
38 Added 0.28%
13,558 $686,000
Q2 2024

Aug 09, 2024
BUY
$47.85 - $49.0 $89,958 - $92,120
1,880 Added 16.15%
13,520 $659,000
Q1 2024

May 08, 2024
BUY
$48.64 - $49.88 $203,023 - $208,199
4,174 Added 55.91%
11,640 $570,000
Q4 2023

Feb 07, 2024
BUY
$47.09 - $49.87 $351,573 - $372,329
7,466 New
7,466 $371,000

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
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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