Ci Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 20,685 shares of SCHR stock, worth $514,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,685

Previous 36,969 44.05%

Holding current value

$514,229

Previous $897,000 42.7%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$24.05 - $24.86 $391,630 - $404,820	-16,284 Reduced 44.05%	20,685 $514,000
Q4 2024 Feb 10, 2025	BUY	$24.19 - $50.58 $427,921 - $894,760	17,690 Added 91.76%	36,969 $897,000
Q3 2024 Nov 12, 2024	BUY	$48.4 - $50.91 $270,943 - $284,994	5,598 Added 40.92%	19,279 $975,000
Q2 2024 Aug 13, 2024	SELL	$47.85 - $49.0 $44,261 - $45,325	-925 Reduced 6.33%	13,681 $667,000
Q1 2024 May 09, 2024	BUY	$48.64 - $49.88 $55,255 - $56,663	1,136 Added 8.43%	14,606 $716,000
Q4 2023 Feb 09, 2024	BUY	$47.09 - $49.87 $634,302 - $671,748	13,470 New	13,470 $669,000

Others Institutions Holding SCHR

# of Institutions

488

Shares Held

364M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Ci Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History