Dakota Wealth Management Schwab Intermediate Term Us Tr Transaction History

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

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 18,934 shares of SCHR stock, worth $469,752. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,934
Previous 10,086 87.73%
Holding current value
$469,752
Previous $510,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
449
Shares Held
358M
Call Options Held
2.7K
Put Options Held
0
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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