Congress Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 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 12,467 shares of SCHR stock, worth $304,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,467
Previous 13,257 5.96%
Holding current value
$304,194
Previous $646,000 2.48%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
401
Shares Held
173M
Call Options Held
2.3K
Put Options Held
7.4K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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