Tennessee Valley Asset Management Partners Schwab Intermediate Term Us Tr Transaction History

Tennessee Valley Asset Management Partners

  • $594 Million
  • Q4 2024

A detailed history of Tennessee Valley Asset Management Partners transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Tennessee Valley Asset Management Partners holds 338,270 shares of SCHR stock, worth $8.22 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
338,270
Previous 305,910 10.58%
Holding current value
$8.22 Million
Previous $15.5 Million 46.92%
% of portfolio
1.38%
Previous 2.54%

Shares

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

Jan 21, 2025
BUY
$24.19 - $50.58 $782,788 - $1.64 Million
32,360 Added 10.58%
338,270 $8.22 Million
Q3 2024

Nov 13, 2024
BUY
$48.4 - $50.91 $6.64 Million - $6.98 Million
137,111 Added 81.23%
305,910 $15.5 Million
Q2 2024

Aug 09, 2024
BUY
$47.85 - $49.0 $7.13 Million - $7.3 Million
149,011 Added 753.04%
168,799 $8.23 Million
Q2 2024

Jul 18, 2024
SELL
$47.85 - $49.0 $28,662 - $29,351
-599 Reduced 2.94%
19,788 $965,000
Q1 2024

Apr 22, 2024
BUY
$48.64 - $49.88 $49,710 - $50,977
1,022 Added 5.28%
20,387 $999,000
Q4 2023

Jan 29, 2024
BUY
$47.09 - $49.87 $1,506 - $1,595
32 Added 0.17%
19,365 $962,000
Q3 2023

Oct 13, 2023
BUY
$47.78 - $49.59 $129,531 - $134,438
2,711 Added 16.31%
19,333 $926,000
Q2 2023

Jul 17, 2023
BUY
$49.25 - $50.96 $26,004 - $26,906
528 Added 3.28%
16,622 $819,000
Q1 2023

Apr 17, 2023
SELL
$48.55 - $50.78 $97 - $101
-2 Reduced 0.01%
16,094 $811,000
Q4 2022

Jan 12, 2023
BUY
$48.12 - $50.24 $159,565 - $166,595
3,316 Added 25.95%
16,096 $0
Q3 2022

Oct 13, 2022
BUY
$48.68 - $52.54 $622,130 - $671,461
12,780 New
12,780 $628,000

Others Institutions Holding SCHR

# of Institutions
402
Shares Held
196M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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