Lex Aurum Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024

A detailed history of Lex Aurum Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 209,296 shares of SCHR stock, worth $5.19 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
209,296
Previous 100,696 107.85%
Holding current value
$5.19 Million
Previous $5.1 Million 0.24%
% of portfolio
1.07%
Previous 1.18%

Shares

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

Jan 21, 2025
BUY
$24.19 - $50.58 $2.63 Million - $5.49 Million
108,600 Added 107.85%
209,296 $5.08 Million
Q3 2024

Oct 16, 2024
BUY
$48.4 - $50.91 $748,409 - $787,221
15,463 Added 18.14%
100,696 $5.1 Million
Q2 2024

Jul 15, 2024
SELL
$47.85 - $49.0 $1.15 Million - $1.18 Million
-24,115 Reduced 22.05%
85,233 $4.16 Million
Q1 2024

Apr 10, 2024
SELL
$48.64 - $49.88 $556,587 - $570,776
-11,443 Reduced 9.47%
109,348 $5.36 Million
Q4 2023

Jan 10, 2024
BUY
$47.09 - $49.87 $203,852 - $215,887
4,329 Added 3.72%
120,791 $6.01 Million
Q3 2023

Oct 16, 2023
BUY
$47.78 - $49.59 $5.56 Million - $5.78 Million
116,462 New
116,462 $5.58 Million

Others Institutions Holding SCHR

# of Institutions
448
Shares Held
358M
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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