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

Fsb Premier Wealth Management, Inc.

  • $238 Million
  • Q1 2025

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 8,859 shares of SCHR stock, worth $220,234. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,859
Previous 8,728 1.5%
Holding current value
$220,234
Previous $212,000 3.77%
% of portfolio
0.09%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$24.05 - $24.86 $3,150 - $3,256
131 Added 1.5%
8,859 $220,000
Q4 2024

Feb 12, 2025
BUY
$24.19 - $50.58 $81,375 - $170,151
3,364 Added 62.71%
8,728 $212,000
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
488
Shares Held
364M
Call Options Held
900
Put Options Held
3.05K
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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