Ep Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,816 shares of SCHR stock, worth $213,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,816
Previous 9,616 8.32%
Holding current value
$213,435
Previous $468,000 4.7%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$48.4 - $50.91 $38,720 - $40,728
-800 Reduced 8.32%
8,816 $446,000
Q2 2024

Aug 19, 2024
BUY
$47.85 - $49.0 $255,710 - $261,856
5,344 Added 125.09%
9,616 $468,000
Q1 2024

May 14, 2024
BUY
$48.64 - $49.88 $207,790 - $213,087
4,272 New
4,272 $209,000
Q3 2023

Nov 22, 2023
BUY
$47.78 - $49.59 $168,137 - $174,507
3,519 New
3,519 $168,000
Q1 2023

Jun 05, 2023
BUY
$48.55 - $50.78 $569,054 - $595,192
11,721 New
11,721 $591,000

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
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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