Private Wealth Management Group, LLC Schwab Intermediate Term Us Tr Transaction History

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024

A detailed history of Private Wealth Management Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 2,510 shares of SCHR stock, worth $61,570. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,510
Previous 2,460 2.03%
Holding current value
$61,570
Previous $120 Million 5.86%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 29, 2024
BUY
$48.4 - $50.91 $2,420 - $2,545
50 Added 2.03%
2,510 $127 Million
Q1 2024

Apr 30, 2024
SELL
$48.64 - $49.88 $7,441 - $7,631
-153 Reduced 5.86%
2,460 $121 Million
Q4 2023

Feb 08, 2024
BUY
$47.09 - $49.87 $123,046 - $130,310
2,613 New
2,613 $130 Million

Others Institutions Holding SCHR

# of Institutions
398
Shares Held
147M
Call Options Held
2.3K
Put Options Held
7.4K
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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