Sonora Investment Management Group, LLC Schwab Intermediate Term Us Tr Transaction History

Sonora Investment Management Group, LLC

  • $1.34 Billion
  • Q3 2025

A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 14,351 shares of SCHR stock, worth $360,353. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,351
Previous 14,788 2.96%
Holding current value
$360,353
Previous $370,000 2.43%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$24.69 - $25.26 $10,789 - $11,038
-437 Reduced 2.96%
14,351 $361,000
Q2 2025

Jul 17, 2025
BUY
$24.54 - $25.07 $72,196 - $73,755
2,942 Added 24.84%
14,788 $370,000
Q1 2025

Apr 15, 2025
SELL
$24.05 - $24.86 $6,445 - $6,662
-268 Reduced 2.21%
11,846 $293,000
Q4 2024

Jan 23, 2025
BUY
$24.19 - $50.58 $145,551 - $304,339
6,017 Added 98.69%
12,114 $294,000
Q3 2024

Oct 15, 2024
BUY
$48.4 - $50.91 $295,094 - $310,398
6,097 New
6,097 $308,000
Q3 2023

Nov 02, 2023
BUY
$47.78 - $49.59 $241,814 - $250,974
5,061 New
5,061 $242,000

Others Institutions Holding SCHR

# of Institutions
518
Shares Held
389M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
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