Capital Analysts, LLC Schwab Intermediate Term Us Tr Transaction History

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 3,217 shares of SCHR stock, worth $78,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,217
Previous 4,268 24.63%
Holding current value
$78,591
Previous $208,000 21.63%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$48.4 - $50.91 $50,868 - $53,506
-1,051 Reduced 24.63%
3,217 $163,000
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $204,223 - $209,132
4,268 New
4,268 $208,000
Q1 2021

May 17, 2021
SELL
$56.41 - $58.25 $789 - $815
-14 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$57.98 - $58.64 $811 - $820
14 New
14 $1,000

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 Capital Analysts, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email