A detailed history of Org Partners LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Org Partners LLC holds 3,045 shares of SCHR stock, worth $73,719. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,045
Previous 3,045 -0.0%
Holding current value
$73,719
Previous $148,000 4.05%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 16, 2024

BUY
$47.85 - $49.0 $145,703 - $149,205
3,045 New
3,045 $148,000
Q4 2023

Jan 29, 2024

SELL
$47.09 - $49.87 $303,447 - $321,362
-6,444 Reduced 67.91%
3,045 $151,000
Q2 2023

Jul 25, 2023

BUY
$49.25 - $50.96 $467,333 - $483,559
9,489 New
9,489 $465 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Org Partners LLC Portfolio

Follow Org Partners 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 Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.