Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$47.85 - $49.0 $36,988 - $37,877
773 Added 377.07%
978 $47,000
Q1 2024

May 15, 2024

SELL
$48.64 - $49.88 $69,701 - $71,478
-1,433 Reduced 87.48%
205 $10,000
Q4 2023

Feb 05, 2024

SELL
$47.09 - $49.87 $17,611 - $18,651
-374 Reduced 18.59%
1,638 $81,000
Q3 2023

Nov 08, 2023

BUY
$47.78 - $49.59 $96,133 - $99,775
2,012 New
2,012 $96,000
Q1 2023

May 15, 2023

BUY
$48.55 - $50.78 $166,089 - $173,718
3,421 Added 283.9%
4,626 $233,000
Q4 2022

Feb 14, 2023

SELL
$48.12 - $50.24 $50,526 - $52,752
-1,050 Reduced 46.56%
1,205 $59,000
Q4 2021

Feb 14, 2022

SELL
$55.82 - $56.81 $10,438 - $10,623
-187 Reduced 7.66%
2,255 $127,000
Q3 2021

Nov 15, 2021

BUY
$56.59 - $57.62 $10,582 - $10,774
187 Added 8.29%
2,442 $138,000
Q1 2020

May 14, 2020

BUY
$55.04 - $58.78 $124,115 - $132,548
2,255 New
2,255 $133,000
Q4 2019

Feb 05, 2020

SELL
$54.79 - $56.05 $20,546 - $21,018
-375 Closed
0 $0
Q3 2019

Oct 31, 2019

BUY
$54.92 - $55.68 $20,595 - $20,880
375 New
375 $21,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Howe & Rusling Inc Portfolio

Follow Howe & Rusling Inc 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 Howe & Rusling Inc, based on Form 13F filings with the SEC.

News

Stay updated on Howe & Rusling Inc with notifications on news.