Parallel Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Parallel Advisors, LLC

$4.34 Billion
Q4 2024

A detailed history of Parallel Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Parallel Advisors, LLC holds 28 shares of SCHR stock, worth $694. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$694

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$24.19 - $50.58 $677 - $1,416	28 New	28 $0
Q3 2023 May 20, 2024	SELL	$47.78 - $49.59 $67,417 - $69,971	-1,411 Reduced 93.14%	104 $4,000
Q3 2023 Nov 13, 2023	SELL	$47.78 - $49.59 $67,417 - $69,971	-1,411 Reduced 93.14%	104 $4,000
Q1 2023 May 20, 2024	BUY	$48.55 - $50.78 $73,553 - $76,931	1,515 New	1,515 $76,000
Q1 2023 Apr 25, 2023	SELL	$48.55 - $50.78 $129,531 - $135,481	-2,668 Reduced 63.78%	1,515 $76,000
Q4 2022 Feb 03, 2023	BUY	$48.12 - $50.24 $201,285 - $210,153	4,183 New	4,183 $205,000
Q1 2022 Apr 28, 2022	BUY	$52.72 - $55.84 $13,549 - $14,350	257 Added 12850.0%	259 $14,000
Q1 2021 Apr 23, 2021	BUY	$56.41 - $58.25 $112 - $116	2 New	2 $0
Q3 2019 Nov 01, 2019	SELL	$54.92 - $55.68 $768 - $779	-14 Closed	0 $0
Q2 2019 Aug 05, 2019	SELL	N/A	-842 Reduced 98.36%	14 $1,000
Q4 2018 Feb 05, 2019	BUY	N/A	54 Added 6.73%	856 $45,000
Q3 2018 Nov 01, 2018	BUY	N/A	14 Added 1.78%	802 $42,000
Q3 2017 Nov 15, 2017	BUY	N/A	788 New	788 $42,000
Q3 2017 Nov 14, 2017	SELL	N/A	-788 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	788	788 $43,000

Others Institutions Holding SCHR

# of Institutions

446

Shares Held

356M

Call Options Held

2.7K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

217M
Shares

$5.39 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

15.9M
Shares

$395 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.7M
Shares

$314 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.47M
Shares

$210 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

7.78M
Shares

$193 Million
0.2% of portfolio

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parallel Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account