Mc Carthy Grittinger Financial Group, LLC Schwab Intermediate Term Us Tr Transaction History

Mc Carthy Grittinger Financial Group, LLC

  • $341 Billion
  • Q3 2024

A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 39,787 shares of SCHR stock, worth $963,641. This represents 0.59% of its overall portfolio holdings.

Number of Shares
39,787
Previous 39,787 -0.0%
Holding current value
$963,641
Previous $1.94 Billion 3.75%
% of portfolio
0.59%
Previous 0.61%

Shares

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

Jul 29, 2024
BUY
$47.85 - $49.0 $47 - $49
1 Added 0.0%
39,787 $1.94 Billion
Q4 2023

Jan 26, 2024
BUY
$47.09 - $49.87 $1.8 Million - $1.91 Million
38,322 Added 2617.62%
39,786 $1.98 Billion
Q3 2023

Oct 11, 2023
BUY
$47.78 - $49.59 $2,914 - $3,024
61 Added 4.35%
1,464 $70.2 Million
Q4 2022

May 09, 2023
BUY
$48.12 - $50.24 $45,377 - $47,376
943 Added 205.0%
1,403 $69.1 Million
Q3 2022

May 09, 2023
SELL
$48.68 - $52.54 $165,463 - $178,583
-3,399 Reduced 88.08%
460 $22.6 Million
Q2 2022

May 09, 2023
SELL
$50.08 - $52.78 $580,677 - $611,984
-11,595 Reduced 75.03%
3,859 $199 Million
Q1 2022

May 09, 2023
SELL
$52.72 - $55.84 $4.24 Million - $4.49 Million
-80,357 Reduced 83.87%
15,454 $823 Million
Q4 2021

May 09, 2023
BUY
$55.82 - $56.81 $5.35 Million - $5.44 Million
95,811 New
95,811 $5.38 Billion

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Mc Carthy Grittinger Financial Group, LLC Portfolio

Follow Mc Carthy Grittinger Financial Group, LLC 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 Mc Carthy Grittinger Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Carthy Grittinger Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email