A detailed history of Family Investment Center, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Family Investment Center, Inc. holds 9,117 shares of SCHR stock, worth $224,551. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,117
Previous 6,855 33.0%
Holding current value
$224,551
Previous $334,000 38.02%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Oct 24, 2024

BUY
$48.4 - $50.91 $109,480 - $115,158
2,262 Added 33.0%
9,117 $461,000
Q2 2024

Jul 19, 2024

BUY
$47.85 - $49.0 $3,110 - $3,185
65 Added 0.96%
6,855 $334,000
Q1 2024

Apr 22, 2024

BUY
$48.64 - $49.88 $1,994 - $2,045
41 Added 0.61%
6,790 $333,000
Q4 2023

Jan 17, 2024

BUY
$47.09 - $49.87 $3,673 - $3,889
78 Added 1.17%
6,749 $335,000
Q3 2023

Oct 04, 2023

BUY
$47.78 - $49.59 $2,484 - $2,578
52 Added 0.79%
6,671 $320 Million
Q2 2023

Jul 13, 2023

BUY
$49.25 - $50.96 $2,413 - $2,497
49 Added 0.75%
6,619 $326 Million
Q1 2023

Apr 13, 2023

BUY
$48.55 - $50.78 $8,447 - $8,835
174 Added 2.72%
6,570 $331 Million
Q4 2022

Jan 20, 2023

BUY
$48.12 - $50.24 $307,775 - $321,335
6,396 New
6,396 $315 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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