Jacobson & Schmitt Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Jacobson & Schmitt Advisors, LLC

  • $517 Million
  • Q4 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 152,971 shares of SCHR stock, worth $3.75 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
152,971
Previous 51,945 194.49%
Holding current value
$3.75 Million
Previous $2.63 Million 41.36%
% of portfolio
0.72%
Previous 0.54%

Shares

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

Feb 03, 2025
BUY
$24.19 - $50.58 $2.44 Million - $5.11 Million
101,026 Added 194.49%
152,971 $3.72 Million
Q3 2024

Oct 28, 2024
BUY
$48.4 - $50.91 $2.51 Million - $2.64 Million
51,945 New
51,945 $2.63 Million

Others Institutions Holding SCHR

# of Institutions
443
Shares Held
356M
Call Options Held
2.7K
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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