Td Private Client Wealth LLC Schwab Intermediate Term Us Tr Transaction History

Td Private Client Wealth LLC

$3.18 Trillion
Q2 2024

A detailed history of Td Private Client Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Td Private Client Wealth LLC holds 54,559 shares of SCHR stock, worth $2.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

54,559

Holding current value

$2.77 Million

% of portfolio

0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$47.85 - $49.0 $2.61 Million - $2.67 Million	54,559 New	54,559 $2.66 Billion
Q1 2024 Aug 16, 2024	BUY	$48.64 - $49.88 $45,040 - $46,188	926 Added 2.12%	44,508 $2.18 Billion
Q4 2023 Aug 16, 2024	SELL	$47.09 - $49.87 $67,903 - $71,912	-1,442 Reduced 3.2%	43,582 $2.17 Billion
Q3 2023 Aug 16, 2024	BUY	$47.78 - $49.59 $85,335 - $88,567	1,786 Added 4.13%	45,024 $2.16 Billion
Q2 2023 Aug 16, 2024	BUY	$49.25 - $50.96 $119,529 - $123,679	2,427 Added 5.95%	43,238 $2.13 Billion
Q1 2023 Aug 16, 2024	BUY	$48.55 - $50.78 $5,000 - $5,230	103 Added 0.25%	40,811 $2.06 Billion
Q4 2022 Aug 16, 2024	BUY	$48.12 - $50.24 $90,128 - $94,099	1,873 Added 4.82%	40,708 $2 Billion
Q3 2022 Aug 16, 2024	BUY	$48.68 - $52.54 $1.88 Million - $2.03 Million	38,693 Added 27248.59%	38,835 $1.91 Billion
Q2 2022 Aug 16, 2024	SELL	$50.08 - $52.78 $200 - $211	-4 Reduced 2.74%	142 $7.33 Million
Q1 2022 Aug 16, 2024	SELL	$52.72 - $55.84 $3,268 - $3,462	-62 Reduced 29.81%	146 $7.78 Million
Q4 2021 Aug 16, 2024	BUY	$55.82 - $56.81 $614 - $624	11 Added 5.58%	208 $11.7 Million
Q3 2021 Aug 16, 2024	SELL	$56.59 - $57.62 $3.08 Million - $3.13 Million	-54,362 Reduced 99.64%	197 $11.2 Million
Q2 2021 Aug 16, 2024	SELL	$56.38 - $57.16 $16,068 - $16,290	-285 Reduced 59.13%	197 $11.2 Million
Q1 2021 Aug 16, 2024	BUY	$56.41 - $58.25 $8,123 - $8,388	144 Added 42.6%	482 $27.2 Million
Q4 2020 Aug 16, 2024	SELL	$57.98 - $58.64 $3.14 Million - $3.18 Million	-54,221 Reduced 99.38%	338 $19.7 Million

Others Institutions Holding SCHR

# of Institutions

404

Shares Held

142M

Call Options Held

2.3K

Put Options Held

7.4K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Td Private Client Wealth LLC Schwab Intermediate Term Us Tr Transaction History