Certified Advisory Corp Schwab Intermediate Term Us Tr Transaction History

Certified Advisory Corp

  • $910 Million
  • Q4 2024

A detailed history of Certified Advisory Corp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Certified Advisory Corp holds 10,001 shares of SCHR stock, worth $242,024. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,001
Previous 4,084 144.88%
Holding current value
$242,024
Previous $206,000 17.48%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 14, 2025
BUY
$24.19 - $50.58 $143,132 - $299,281
5,917 Added 144.88%
10,001 $242,000
Q3 2024

Nov 12, 2024
BUY
$48.4 - $50.91 $197,665 - $207,916
4,084 New
4,084 $206,000
Q2 2021

Aug 16, 2021
SELL
$56.38 - $57.16 $45,160 - $45,785
-801 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$56.41 - $58.25 $23,635 - $24,406
419 Added 109.69%
801 $45,000
Q2 2020

Jul 27, 2020
BUY
$58.18 - $58.86 $116 - $117
2 Added 0.53%
382 $22,000
Q1 2020

Apr 27, 2020
BUY
$55.04 - $58.78 $20,419 - $21,807
371 Added 4122.22%
380 $22,000
Q4 2019

Jan 29, 2020
BUY
$54.79 - $56.05 $493 - $504
9 New
9 $0

Others Institutions Holding SCHR

# of Institutions
428
Shares Held
330M
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 Certified Advisory Corp Portfolio

Follow Certified Advisory Corp 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 Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email