Equita Financial Network, Inc. Schwab Intermediate Term Us Tr Transaction History

Equita Financial Network, Inc.

  • $274 Million
  • Q4 2024

A detailed history of Equita Financial Network, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Equita Financial Network, Inc. holds 26,600 shares of SCHR stock, worth $648,774. This represents 0.24% of its overall portfolio holdings.

Number of Shares
26,600
Previous 11,628 128.76%
Holding current value
$648,774
Previous $588,000 9.86%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Jan 23, 2025
BUY
$24.19 - $50.58 $362,172 - $757,283
14,972 Added 128.76%
26,600 $646,000
Q2 2024

Jul 31, 2024
SELL
$47.85 - $49.0 $161,302 - $165,179
-3,371 Reduced 22.47%
11,628 $567,000
Q1 2024

May 02, 2024
SELL
$48.64 - $49.88 $578,524 - $593,272
-11,894 Reduced 44.23%
14,999 $736,000
Q4 2023

Feb 12, 2024
BUY
$47.09 - $49.87 $430,167 - $455,562
9,135 Added 51.44%
26,893 $1.34 Million
Q3 2023

Oct 30, 2023
BUY
$47.78 - $49.59 $848,477 - $880,619
17,758 New
17,758 $851,000

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
198M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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More about SCHR
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