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

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 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 9,616 shares of SCHR stock, worth $487,723. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,616
Previous 4,272 125.09%
Holding current value
$487,723
Previous $209,000 123.92%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
405
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
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 Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email