Bcs Wealth Management Schwab Intermediate Term Us Tr Transaction History

Bcs Wealth Management

  • $389 Million
  • Q1 2025

A detailed history of Bcs Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Bcs Wealth Management holds 8,261 shares of SCHR stock, worth $204,955. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,261
Previous 9,162 9.83%
Holding current value
$204,955
Previous $223,000 8.07%
% of portfolio
0.05%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$24.05 - $24.86 $21,669 - $22,398
-901 Reduced 9.83%
8,261 $205,000
Q4 2024

Jan 13, 2025
BUY
$24.19 - $50.58 $221,628 - $463,413
9,162 New
9,162 $223,000
Q1 2024

Apr 10, 2024
BUY
$48.64 - $49.88 $1,021 - $1,047
21 Added 0.47%
4,474 $219,000
Q4 2023

Jan 11, 2024
BUY
$47.09 - $49.87 $1,836 - $1,944
39 Added 0.88%
4,453 $221,000
Q3 2023

Oct 12, 2023
BUY
$47.78 - $49.59 $210,900 - $218,890
4,414 New
4,414 $212,000
Q1 2023

Apr 10, 2023
BUY
$48.55 - $50.78 $48,404 - $50,627
997 Added 22.94%
5,343 $269,000
Q4 2022

Jan 10, 2023
SELL
$48.12 - $50.24 $3,127 - $3,265
-65 Reduced 1.47%
4,346 $214,000
Q3 2022

Oct 07, 2022
BUY
$48.68 - $52.54 $876 - $945
18 Added 0.41%
4,411 $217,000
Q2 2022

Jul 29, 2022
SELL
$50.08 - $52.78 $6,109 - $6,439
-122 Reduced 2.7%
4,393 $227,000
Q1 2022

Apr 28, 2022
SELL
$52.72 - $55.84 $70,381 - $74,546
-1,335 Reduced 22.82%
4,515 $240,000
Q4 2021

Jan 18, 2022
BUY
$55.82 - $56.81 $53,922 - $54,878
966 Added 19.78%
5,850 $328,000
Q3 2021

Oct 25, 2021
BUY
$56.59 - $57.62 $452 - $460
8 Added 0.16%
4,884 $277,000
Q2 2021

Jul 21, 2021
SELL
$56.38 - $57.16 $46,626 - $47,271
-827 Reduced 14.5%
4,876 $277,000
Q1 2021

Apr 28, 2021
SELL
$56.41 - $58.25 $9,251 - $9,553
-164 Reduced 2.8%
5,703 $322,000
Q4 2020

Jan 21, 2021
SELL
$57.98 - $58.64 $28,468 - $28,792
-491 Reduced 7.72%
5,867 $342,000
Q2 2020

Jul 21, 2020
SELL
$58.18 - $58.86 $44,100 - $44,615
-758 Reduced 10.65%
6,358 $374,000
Q1 2020

Apr 10, 2020
BUY
$55.04 - $58.78 $8,806 - $9,404
160 Added 2.3%
7,116 $418,000
Q4 2019

Feb 10, 2020
BUY
$54.79 - $56.05 $381,119 - $389,883
6,956 New
6,956 $382,000

Others Institutions Holding SCHR

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
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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