Stratos Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Stratos Wealth Advisors, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 240,144 shares of SCHR stock, worth $5.78 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
240,144
Previous 248,787 3.47%
Holding current value
$5.78 Million
Previous $12.1 Million 0.15%
% of portfolio
0.57%
Previous 0.61%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$48.4 - $50.91 $418,321 - $440,015
-8,643 Reduced 3.47%
240,144 $12.2 Million
Q2 2024

Jul 24, 2024
BUY
$47.85 - $49.0 $8.55 Million - $8.76 Million
178,762 Added 255.28%
248,787 $12.1 Million
Q1 2024

Apr 16, 2024
BUY
$48.64 - $49.88 $795,458 - $815,737
16,354 Added 30.47%
70,025 $3.43 Million
Q4 2023

Jan 24, 2024
BUY
$47.09 - $49.87 $97,900 - $103,679
2,079 Added 4.03%
53,671 $2.67 Million
Q3 2023

Oct 24, 2023
BUY
$47.78 - $49.59 $870,647 - $903,628
18,222 Added 54.61%
51,592 $2.47 Million
Q2 2023

Jul 18, 2023
SELL
$49.25 - $50.96 $155,334 - $160,727
-3,154 Reduced 8.64%
33,370 $1.64 Million
Q1 2023

Apr 27, 2023
SELL
$48.55 - $50.78 $1.24 Million - $1.3 Million
-25,534 Reduced 41.15%
36,524 $1.84 Million
Q4 2022

Jan 19, 2023
SELL
$48.12 - $50.24 $5.3 Million - $5.53 Million
-110,093 Reduced 63.95%
62,058 $0
Q3 2022

Oct 24, 2022
BUY
$48.68 - $52.54 $6.82 Million - $7.36 Million
140,112 Added 437.32%
172,151 $8.46 Million
Q2 2022

Jul 22, 2022
BUY
$50.08 - $52.78 $1.6 Million - $1.69 Million
32,039 New
32,039 $1.65 Million

Others Institutions Holding SCHR

# of Institutions
401
Shares Held
182M
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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