Coston, Mc Isaac & Partners Schwab Intermediate Term Us Tr Transaction History

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025

A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 13,415 shares of SCHR stock, worth $336,850. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,415
Previous 13,288 0.96%
Holding current value
$336,850
Previous $332,000 1.51%
% of portfolio
0.08%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$24.69 - $25.26 $3,135 - $3,208
127 Added 0.96%
13,415 $337,000
Q2 2025

Aug 12, 2025
BUY
$24.54 - $25.07 $3,116 - $3,183
127 Added 0.96%
13,288 $332,000
Q1 2025

May 13, 2025
SELL
$24.05 - $24.86 $9,090 - $9,397
-378 Reduced 2.79%
13,161 $327,000
Q4 2024

Jan 23, 2025
BUY
$24.19 - $50.58 $324,678 - $678,884
13,422 Added 11471.79%
13,539 $328,000
Q3 2024

Oct 22, 2024
BUY
$48.4 - $50.91 $1,210 - $1,272
25 Added 27.17%
117 $5,000
Q1 2024

Apr 17, 2024
BUY
$48.64 - $49.88 $4,474 - $4,588
92 New
92 $4,000

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
386M
Call Options Held
0
Put Options Held
0
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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