Concord Wealth Partners Schwab Intermediate Term Us Tr Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Concord Wealth Partners holds 1 shares of SCHR stock, worth $24. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Previous 1,804 99.94%
Holding current value
$24
Previous $87,000 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Oct 24, 2024
SELL
$48.4 - $50.91 $87,265 - $91,790
-1,803 Reduced 99.94%
1 $0
Q2 2024

Jul 31, 2024
SELL
$47.85 - $49.0 $47,850 - $49,000
-1,000 Reduced 35.66%
1,804 $87,000
Q1 2024

Apr 30, 2024
SELL
$48.64 - $49.88 $148,157 - $151,934
-3,046 Reduced 52.07%
2,804 $137,000
Q4 2023

Apr 30, 2024
SELL
$47.09 - $49.87 $612 - $648
-13 Reduced 0.22%
5,850 $290,000
Q4 2023

Feb 05, 2024
SELL
$47.09 - $49.87 $612 - $648
-13 Reduced 0.22%
5,850 $290,000
Q3 2023

Apr 30, 2024
BUY
$47.78 - $49.59 $621 - $644
13 Added 0.22%
5,863 $281,000
Q2 2023

Aug 07, 2023
BUY
$49.25 - $50.96 $74,564 - $77,153
1,514 Added 34.81%
5,863 $288,000
Q1 2023

Apr 26, 2023
SELL
$48.55 - $50.78 $352,181 - $368,358
-7,254 Reduced 62.52%
4,349 $219,000
Q4 2022

Jan 27, 2023
SELL
$48.12 - $50.24 $3.29 Million - $3.44 Million
-68,403 Reduced 85.5%
11,603 $571,000
Q3 2022

Nov 10, 2022
SELL
$48.68 - $52.54 $375,128 - $404,873
-7,706 Reduced 8.79%
80,006 $3.93 Million
Q2 2022

Aug 04, 2022
SELL
$50.08 - $52.78 $207,231 - $218,403
-4,138 Reduced 4.51%
87,712 $4.53 Million
Q1 2022

Apr 20, 2022
SELL
$52.72 - $55.84 $5.57 Million - $5.89 Million
-105,562 Reduced 53.47%
91,850 $4.89 Million
Q4 2021

Jan 21, 2022
BUY
$55.82 - $56.81 $11 Million - $11.2 Million
197,412 New
197,412 $11.1 Million

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
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