Fsb Premier Wealth Management, Inc. Schwab Intermediate Term Us Tr Transaction History

Fsb Premier Wealth Management, Inc.

$234 Million
Q3 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 5,364 shares of SCHR stock, worth $131,203. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,364

Previous 4,291 25.01%

Holding current value

$131,203

Previous $209,000 29.67%

% of portfolio

0.12%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$48.4 - $50.91 $51,933 - $54,626	1,073 Added 25.01%	5,364 $271,000
Q2 2024 Aug 02, 2024	SELL	$47.85 - $49.0 $18,039 - $18,473	-377 Reduced 8.08%	4,291 $209,000
Q1 2024 May 10, 2024	BUY	$48.64 - $49.88 $227,051 - $232,839	4,668 New	4,668 $228,000
Q2 2023 Aug 11, 2023	SELL	$49.25 - $50.96 $10,687 - $11,058	-217 Reduced 4.46%	4,653 $229,000
Q1 2023 May 04, 2023	BUY	$48.55 - $50.78 $3,592 - $3,757	74 Added 1.54%	4,870 $245,000
Q4 2022 Feb 06, 2023	SELL	$48.12 - $50.24 $21,942 - $22,909	-456 Reduced 8.68%	4,796 $236,000
Q3 2022 Nov 23, 2022	SELL	$48.68 - $52.54 $56,225 - $60,683	-1,155 Reduced 18.03%	5,252 $258,000
Q2 2022 Aug 01, 2022	SELL	$50.08 - $52.78 $8,513 - $8,972	-170 Reduced 2.58%	6,407 $330,000
Q1 2022 Apr 14, 2022	BUY	$52.72 - $55.84 $2,688 - $2,847	51 Added 0.78%	6,577 $350,000
Q4 2021 Feb 03, 2022	BUY	$55.82 - $56.81 $7,703 - $7,839	138 Added 2.16%	6,526 $366,000
Q3 2021 Feb 23, 2022	SELL	$56.59 - $57.62 $32,539 - $33,131	-575 Reduced 8.26%	6,388 $362,000
Q2 2021 Feb 22, 2022	SELL	$56.38 - $57.16 $90,151 - $91,398	-1,599 Reduced 18.68%	6,963 $395,000
Q1 2021 Feb 22, 2022	SELL	$56.41 - $58.25 $452,351 - $467,106	-8,019 Reduced 48.36%	8,562 $482,000
Q4 2020 Feb 16, 2022	BUY	$57.98 - $58.64 $961,366 - $972,309	16,581 New	16,581 $965,000

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

Ticker SCHR
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Fsb Premier Wealth Management, Inc. Schwab Intermediate Term Us Tr Transaction History