Prevail Innovative Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 91,318 shares of SCHR stock, worth $2.23 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
91,318
Previous 49,016 86.3%
Holding current value
$2.23 Million
Previous $2.39 Billion 93.29%
% of portfolio
1.41%
Previous 0.85%

Shares

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

Nov 13, 2024
BUY
$48.4 - $50.91 $2.05 Million - $2.15 Million
42,302 Added 86.3%
91,318 $4.62 Billion
Q2 2024

Aug 08, 2024
BUY
$47.85 - $49.0 $1.17 Million - $1.2 Million
24,449 Added 99.52%
49,016 $2.39 Billion
Q1 2024

May 09, 2024
BUY
$48.64 - $49.88 $1.19 Million - $1.23 Million
24,567 New
24,567 $1.21 Billion

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
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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