Modus Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Modus Advisors, LLC

  • $295 Million
  • Q3 2024

A detailed history of Modus Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Modus Advisors, LLC holds 85,415 shares of SCHR stock, worth $2.09 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
85,415
Previous 82,537 3.49%
Holding current value
$2.09 Million
Previous $4.03 Million 7.35%
% of portfolio
1.46%
Previous 1.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$48.4 - $50.91 $139,295 - $146,518
2,878 Added 3.49%
85,415 $4.32 Million
Q2 2024

Jul 02, 2024
BUY
$47.85 - $49.0 $111,442 - $114,121
2,329 Added 2.9%
82,537 $4.03 Million
Q1 2024

Apr 02, 2024
BUY
$48.64 - $49.88 $336,832 - $345,419
6,925 Added 9.45%
80,208 $3.93 Million
Q4 2023

Jan 04, 2024
BUY
$47.09 - $49.87 $3.45 Million - $3.65 Million
73,283 New
73,283 $3.64 Million

Others Institutions Holding SCHR

# of Institutions
400
Shares Held
147M
Call Options Held
2.3K
Put Options Held
7.4K
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 Modus Advisors, LLC Portfolio

Follow Modus Advisors, 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 Modus Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modus Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email