Jones Financial Companies Lllp Schwab Intermediate Term Us Tr Transaction History

Jones Financial Companies Lllp

$105 Billion
Q4 2024

A detailed history of Jones Financial Companies Lllp transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Jones Financial Companies Lllp holds 226,673 shares of SCHR stock, worth $5.54 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

226,673

Previous 89,234 154.02%

Holding current value

$5.54 Million

Previous $4.52 Million 21.93%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$24.19 - $50.58 $3.32 Million - $6.95 Million	137,439 Added 154.02%	226,673 $5.51 Million
Q3 2024 Nov 12, 2024	BUY	$48.4 - $50.91 $718,691 - $755,962	14,849 Added 19.96%	89,234 $4.52 Million
Q2 2024 Aug 14, 2024	BUY	$47.85 - $49.0 $737,894 - $755,629	15,421 Added 26.15%	74,385 $3.63 Million
Q1 2024 May 14, 2024	BUY	$48.64 - $49.88 $535,331 - $548,979	11,006 Added 22.95%	58,964 $2.89 Million
Q4 2023 Feb 13, 2024	BUY	$47.09 - $49.87 $588,248 - $622,976	12,492 Added 35.22%	47,958 $2.38 Million
Q3 2023 Nov 14, 2023	BUY	$47.78 - $49.59 $507,566 - $526,794	10,623 Added 42.76%	35,466 $1.7 Million
Q2 2023 Aug 09, 2023	BUY	$49.25 - $50.96 $438,177 - $453,391	8,897 Added 55.79%	24,843 $1.22 Million
Q1 2023 May 11, 2023	BUY	$48.55 - $50.78 $247,507 - $258,876	5,098 Added 46.99%	15,946 $804,000
Q4 2022 Feb 13, 2023	BUY	$48.12 - $50.24 $148,113 - $154,638	3,078 Added 39.61%	10,848 $534,000
Q3 2022 Nov 03, 2022	BUY	$48.68 - $52.54 $266,084 - $287,183	5,466 Added 237.24%	7,770 $382,000
Q2 2022 Aug 08, 2022	BUY	$50.08 - $52.78 $68,108 - $71,780	1,360 Added 144.07%	2,304 $119,000
Q1 2022 May 02, 2022	BUY	$52.72 - $55.84 $49,767 - $52,712	944 New	944 $50,000

Others Institutions Holding SCHR

# of Institutions

404

Shares Held

205M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Jones Financial Companies Lllp Schwab Intermediate Term Us Tr Transaction History