Ci Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024

A detailed history of Ci Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 19,279 shares of SCHR stock, worth $470,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,279
Previous 13,681 40.92%
Holding current value
$470,214
Previous $667,000 46.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$48.4 - $50.91 $270,943 - $284,994
5,598 Added 40.92%
19,279 $975,000
Q2 2024

Aug 13, 2024
SELL
$47.85 - $49.0 $44,261 - $45,325
-925 Reduced 6.33%
13,681 $667,000
Q1 2024

May 09, 2024
BUY
$48.64 - $49.88 $55,255 - $56,663
1,136 Added 8.43%
14,606 $716,000
Q4 2023

Feb 09, 2024
BUY
$47.09 - $49.87 $634,302 - $671,748
13,470 New
13,470 $669,000

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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email