Bcs Wealth Management Schwab Intermediate Term Us Tr Transaction History

Bcs Wealth Management

  • $312 Million
  • Q1 2024

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 4,474 shares of SCHR stock, worth $217,078. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,474
Previous 4,453 0.47%
Holding current value
$217,078
Previous $221,000 0.9%
% of portfolio
0.07%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$48.33 - $50.24 $3,141 - $3,265
-65 Reduced 1.47%
4,346 $214,000
Q3 2022

Oct 07, 2022
BUY
N/A
18 Added 0.41%
4,411 $217,000
Q2 2022

Jul 29, 2022
SELL
N/A
-122 Reduced 2.7%
4,393 $227,000
Q1 2022

Apr 28, 2022
SELL
N/A
-1,335 Reduced 22.82%
4,515 $240,000
Q4 2021

Jan 18, 2022
BUY
N/A
966 Added 19.78%
5,850 $328,000
Q3 2021

Oct 25, 2021
BUY
N/A
8 Added 0.16%
4,884 $277,000
Q2 2021

Jul 21, 2021
SELL
N/A
-827 Reduced 14.5%
4,876 $277,000
Q1 2021

Apr 28, 2021
SELL
N/A
-164 Reduced 2.8%
5,703 $322,000
Q4 2020

Jan 21, 2021
SELL
N/A
-491 Reduced 7.72%
5,867 $342,000
Q2 2020

Jul 21, 2020
SELL
N/A
-758 Reduced 10.65%
6,358 $374,000
Q1 2020

Apr 10, 2020
BUY
N/A
160 Added 2.3%
7,116 $418,000
Q4 2019

Feb 10, 2020
BUY
N/A
6,956 New
6,956 $382,000

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
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More about SCHR
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