Congress Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 25,348 shares of SCHR stock, worth $617,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,348

Previous 12,467 103.32%

Holding current value

$617,477

Previous $630,000 2.38%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$24.19 - $50.58 $311,591 - $651,520	12,881 Added 103.32%	25,348 $615,000
Q3 2024 Nov 12, 2024	SELL	$48.4 - $50.91 $38,236 - $40,218	-790 Reduced 5.96%	12,467 $630,000
Q2 2024 Aug 13, 2024	BUY	$47.85 - $49.0 $634,347 - $649,593	13,257 New	13,257 $646,000
Q4 2023 Feb 09, 2024	SELL	$47.09 - $49.87 $98,371 - $104,178	-2,089 Reduced 13.02%	13,960 $694,000
Q3 2023 Oct 30, 2023	SELL	$47.78 - $49.59 $800,601 - $830,930	-16,756 Reduced 51.08%	16,049 $769,000
Q2 2023 Jul 13, 2023	SELL	$49.25 - $50.96 $107,414 - $111,143	-2,181 Reduced 6.23%	32,805 $1.62 Million
Q1 2023 Apr 14, 2023	SELL	$48.55 - $50.78 $49,618 - $51,897	-1,022 Reduced 2.84%	34,986 $1.76 Million
Q4 2022 Feb 02, 2023	SELL	$48.12 - $50.24 $161,586 - $168,705	-3,358 Reduced 8.53%	36,008 $1.77 Million
Q3 2022 Nov 08, 2022	SELL	$48.68 - $52.54 $120,239 - $129,773	-2,470 Reduced 5.9%	39,366 $1.94 Million
Q2 2022 Aug 11, 2022	BUY	$50.08 - $52.78 $21,434 - $22,589	428 Added 1.03%	41,836 $2.16 Million
Q1 2022 May 16, 2022	SELL	$52.72 - $55.84 $1,950 - $2,066	-37 Reduced 0.09%	41,408 $2.21 Million
Q4 2021 Feb 04, 2022	BUY	$55.82 - $56.81 $2.31 Million - $2.35 Million	41,445 New	41,445 $2.33 Million

Others Institutions Holding SCHR

# of Institutions

417

Shares Held

322M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

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Congress Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History