Dakota Wealth Management Schwab Intermediate Term Us Tr Transaction History

Dakota Wealth Management

$4.2 Billion
Q1 2025

A detailed history of Dakota Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Dakota Wealth Management holds 18,398 shares of SCHR stock, worth $456,454. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,398

Previous 18,934 2.83%

Holding current value

$456,454

Previous $459,000 0.44%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$24.05 - $24.86 $12,890 - $13,324	-536 Reduced 2.83%	18,398 $457,000
Q4 2024 Jan 17, 2025	BUY	$24.19 - $50.58 $214,033 - $447,531	8,848 Added 87.73%	18,934 $459,000
Q3 2024 Oct 23, 2024	SELL	$48.4 - $50.91 $29,862 - $31,411	-617 Reduced 5.76%	10,086 $510,000
Q2 2024 Jul 19, 2024	SELL	$47.85 - $49.0 $46,366 - $47,481	-969 Reduced 8.3%	10,703 $521,000
Q1 2024 Apr 24, 2024	SELL	$48.64 - $49.88 $48,250 - $49,480	-992 Reduced 7.83%	11,672 $572,000
Q4 2023 Jan 30, 2024	SELL	$47.09 - $49.87 $16,104 - $17,055	-342 Reduced 2.63%	12,664 $629,000
Q3 2023 Oct 23, 2023	BUY	$47.78 - $49.59 $621,426 - $644,967	13,006 New	13,006 $623,000

Others Institutions Holding SCHR

# of Institutions

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Dakota Wealth Management Schwab Intermediate Term Us Tr Transaction History