Koshinski Asset Management, Inc. Schwab Intermediate Term Us Tr Transaction History

Koshinski Asset Management, Inc.

$1.13 Billion
Q3 2024

A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 27,938 shares of SCHR stock, worth $676,378. This represents 0.13% of its overall portfolio holdings.

Number of Shares

27,938

Previous 26,009 7.42%

Holding current value

$676,378

Previous $1.27 Million 11.44%

% of portfolio

0.13%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$48.4 - $50.91 $93,363 - $98,205	1,929 Added 7.42%	27,938 $1.41 Million
Q2 2024 Jul 12, 2024	BUY	$47.85 - $49.0 $876,085 - $897,141	18,309 Added 237.78%	26,009 $1.27 Million
Q1 2024 May 08, 2024	BUY	$48.64 - $49.88 $374,528 - $384,076	7,700 New	7,700 $377,000
Q3 2023 Oct 18, 2023	BUY	$47.78 - $49.59 $14,811 - $15,372	310 Added 1.07%	29,187 $1.4 Million
Q2 2023 Jul 28, 2023	BUY	$49.25 - $50.96 $1.42 Million - $1.47 Million	28,877 New	28,877 $1.42 Million
Q4 2022 Jan 24, 2023	SELL	$48.12 - $50.24 $111,157 - $116,054	-2,310 Reduced 7.84%	27,151 $0
Q3 2022 Oct 18, 2022	SELL	$48.68 - $52.54 $56,322 - $60,788	-1,157 Reduced 3.78%	29,461 $71,000
Q2 2022 Jul 12, 2022	BUY	$50.08 - $52.78 $1,101 - $1,161	22 Added 0.07%	30,618 $1.58 Million
Q1 2022 Apr 20, 2022	BUY	$52.72 - $55.84 $7,644 - $8,096	145 Added 0.48%	30,596 $1.63 Billion
Q4 2021 Jan 14, 2022	BUY	$55.82 - $56.81 $2,735 - $2,783	49 Added 0.16%	30,451 $1.71 Billion
Q3 2021 Oct 12, 2021	SELL	$56.59 - $57.62 $145,379 - $148,025	-2,569 Reduced 7.79%	30,402 $0
Q2 2021 Jul 26, 2021	BUY	$56.38 - $57.16 $101,032 - $102,430	1,792 Added 5.75%	32,971 $1.88 Million
Q1 2021 May 06, 2021	SELL	$56.41 - $58.25 $124,553 - $128,616	-2,208 Reduced 6.61%	31,179 $1.76 Million
Q4 2020 Mar 30, 2021	SELL	$57.98 - $58.64 $121,700 - $123,085	-2,099 Reduced 5.92%	33,387 $1.94 Million
Q4 2020 Feb 05, 2021	BUY	$57.98 - $58.64 $1.34 Million - $1.36 Million	23,146 Added 187.57%	35,486 $1.94 Million
Q4 2020 Feb 02, 2021	SELL	$57.98 - $58.64 $1.1 Million - $1.12 Million	-19,035 Reduced 60.67%	12,340 $343,000
Q3 2020 Nov 16, 2020	BUY	$58.56 - $58.96 $371,504 - $374,042	6,344 Added 25.34%	31,375 $1.83 Million
Q2 2020 Jul 29, 2020	BUY	$58.18 - $58.86 $161,216 - $163,101	2,771 Added 12.45%	25,031 $1.47 Million
Q1 2020 Apr 30, 2020	BUY	$55.04 - $58.78 $3,522 - $3,761	64 Added 0.29%	22,260 $1.31 Million
Q4 2019 Jan 29, 2020	BUY	$54.79 - $56.05 $1.22 Million - $1.24 Million	22,196 New	22,196 $1.22 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-25,505 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	25,505 New	25,505 $1.32 Million

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

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Koshinski Asset Management, Inc. Schwab Intermediate Term Us Tr Transaction History