A detailed history of Brinker Capital Investments, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Brinker Capital Investments, LLC holds 236,301 shares of SCHR stock, worth $5.74 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
236,301
Previous 238,135 0.77%
Holding current value
$5.74 Million
Previous $11.7 Million 0.59%
% of portfolio
0.23%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 06, 2023

SELL
$48.12 - $50.24 $88,252 - $92,140
-1,834 Reduced 0.77%
236,301 $11.6 Million
Q3 2022

Nov 01, 2022

BUY
$48.68 - $52.54 $4.2 Million - $4.53 Million
86,236 Added 56.77%
238,135 $11.7 Million
Q2 2022

Jul 18, 2022

BUY
$50.08 - $52.78 $1.87 Million - $1.97 Million
37,316 Added 32.57%
151,899 $7.84 Million
Q1 2022

May 16, 2022

BUY
$52.72 - $55.84 $6.04 Million - $6.4 Million
114,583 New
114,583 $6.1 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Brinker Capital Investments, LLC Portfolio

Follow Brinker Capital Investments, 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 Brinker Capital Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brinker Capital Investments, LLC with notifications on news.