First Purpose Wealth LLC Schwab Intermediate Term Us Tr Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, First Purpose Wealth LLC holds 11,410 shares of SCHR stock, worth $279,430. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,410
Previous 12,746 10.48%
Holding current value
$279,430
Previous $633,000 11.69%
% of portfolio
0.2%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$48.64 - $49.88 $64,983 - $66,639
-1,336 Reduced 10.48%
11,410 $559,000
Q4 2023

Apr 22, 2024
BUY
$47.09 - $49.87 $94,132 - $99,690
1,999 Added 18.6%
12,746 $633,000
Q3 2023

Oct 30, 2023
SELL
$47.78 - $49.59 $21,692 - $22,513
-454 Reduced 4.05%
10,747 $515,000
Q2 2023

Jul 21, 2023
BUY
$49.25 - $50.96 $156,959 - $162,409
3,187 Added 39.77%
11,201 $551,000
Q1 2023

May 03, 2023
BUY
$48.55 - $50.78 $115,937 - $121,262
2,388 Added 42.45%
8,014 $404,000
Q4 2022

Jan 26, 2023
SELL
$48.12 - $50.24 $118,904 - $124,143
-2,471 Reduced 30.52%
5,626 $0
Q3 2022

Oct 24, 2022
SELL
$48.68 - $52.54 $8,616 - $9,299
-177 Reduced 2.14%
8,097 $398,000
Q2 2022

Jul 25, 2022
SELL
$50.08 - $52.78 $146,684 - $154,592
-2,929 Reduced 26.14%
8,274 $427,000
Q1 2022

Apr 18, 2022
BUY
$52.72 - $55.84 $152,940 - $161,991
2,901 Added 34.94%
11,203 $597,000
Q4 2021

Feb 24, 2022
BUY
$55.82 - $56.81 $463,417 - $471,636
8,302 New
8,302 $466,000

Others Institutions Holding SCHR

# of Institutions
443
Shares Held
356M
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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