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

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 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 6,620 shares of SCHR stock, worth $164,109. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,620
Previous 2,510 163.75%
Holding current value
$164,109
Previous $127 Million 26.61%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jan 27, 2025
BUY
$24.19 - $50.58 $99,420 - $207,883
4,110 Added 163.75%
6,620 $161 Million
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
447
Shares Held
358M
Call Options Held
2.7K
Put Options Held
0
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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