Dakota Wealth Management Schwab Intermediate Term Us Tr Transaction History

Dakota Wealth Management

  • $3.98 Billion
  • Q1 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 11,672 shares of SCHR stock, worth $570,994. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,672
Previous 12,664 7.83%
Holding current value
$570,994
Previous $629,000 9.06%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email