Smartleaf Asset Management LLC Schwab Intermediate Term Us Tr Transaction History

Smartleaf Asset Management LLC

  • $981 Billion
  • Q4 2024

A detailed history of Smartleaf Asset Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 4,854 shares of SCHR stock, worth $119,748. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,854
Previous 2,429 99.84%
Holding current value
$119,748
Previous $123 Million 4.22%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$24.19 - $50.58 $58,660 - $122,656
2,425 Added 99.84%
4,854 $118 Million
Q3 2024

Nov 13, 2024
BUY
$48.4 - $50.91 $6,098 - $6,414
126 Added 5.47%
2,429 $123 Million
Q2 2024

Aug 13, 2024
BUY
$47.85 - $49.0 $30,576 - $31,311
639 Added 38.4%
2,303 $113 Million
Q1 2024

Oct 07, 2024
SELL
$48.64 - $49.88 $31,080 - $31,873
-639 Reduced 27.75%
1,664 $81.7 Million
Q1 2024

May 02, 2024
BUY
$48.64 - $49.88 $46,888 - $48,084
964 Added 137.71%
1,664 $82.8 Million
Q4 2023

Feb 12, 2024
BUY
$47.09 - $49.87 $32,963 - $34,909
700 New
700 $34.8 Million

Others Institutions Holding SCHR

# of Institutions
448
Shares Held
358M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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