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 $2.07 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
85,415
Previous 82,537 3.49%
Holding current value
$2.07 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
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
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