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 $305,815. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,467
Previous 13,257 5.96%
Holding current value
$305,815
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

About SCHWAB INTERMEDIATE-TERM US TR


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