Gen Wealth Group, Inc. Schwab Intermediate Term Us Tr Transaction History

Gen Wealth Group, Inc.

  • $533 Million
  • Q3 2025

A detailed history of Gen Wealth Group, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 91,125 shares of SCHR stock, worth $2.29 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
91,125
Previous 88,635 2.81%
Holding current value
$2.29 Million
Previous $2.22 Million 3.2%
% of portfolio
0.43%
Previous 0.45%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$24.69 - $25.26 $61,478 - $62,897
2,490 Added 2.81%
91,125 $2.29 Million
Q2 2025

Jul 16, 2025
BUY
$24.54 - $25.07 $30,822 - $31,487
1,256 Added 1.44%
88,635 $2.22 Million
Q1 2025

Apr 10, 2025
SELL
$24.05 - $24.86 $10.3 Million - $10.7 Million
-430,029 Reduced 83.11%
87,379 $2.17 Million
Q4 2024

Jan 15, 2025
BUY
$24.19 - $50.58 $9.98 Million - $20.9 Million
412,723 Added 394.25%
517,408 $12.6 Million
Q3 2024

Oct 11, 2024
BUY
$48.4 - $50.91 $396,541 - $417,105
8,193 Added 8.49%
104,685 $5.3 Million
Q2 2024

Jul 17, 2024
BUY
$47.85 - $49.0 $565,204 - $578,788
11,812 Added 13.95%
96,492 $4.71 Million
Q1 2024

Apr 11, 2024
BUY
$48.64 - $49.88 $570,693 - $585,242
11,733 Added 16.08%
84,680 $4.15 Million
Q4 2023

Jan 11, 2024
BUY
$47.09 - $49.87 $667,453 - $706,857
14,174 Added 24.12%
72,947 $3.63 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $322,276 - $334,484
6,745 Added 12.96%
58,773 $2.82 Million
Q2 2023

Jul 13, 2023
BUY
$49.25 - $50.96 $324,163 - $335,418
6,582 Added 14.48%
52,028 $2.56 Million
Q1 2023

Apr 11, 2023
BUY
$48.55 - $50.78 $8,787 - $9,191
181 Added 0.4%
45,446 $2.29 Million
Q4 2022

Jan 19, 2023
BUY
$48.12 - $50.24 $1.62 Million - $1.69 Million
33,673 Added 290.48%
45,265 $0
Q3 2022

Oct 14, 2022
BUY
$48.68 - $52.54 $324,841 - $350,599
6,673 Added 135.66%
11,592 $570,000
Q3 2021

Oct 19, 2021
SELL
$56.59 - $57.62 $15,732 - $16,018
-278 Reduced 5.35%
4,919 $279,000
Q1 2021

Apr 26, 2021
BUY
$56.41 - $58.25 $293,162 - $302,725
5,197 New
5,197 $293,000
Q1 2020

Apr 20, 2020
SELL
$55.04 - $58.78 $280,979 - $300,071
-5,105 Closed
0 $0
Q3 2019

Oct 07, 2019
SELL
$54.92 - $55.68 $39,762 - $40,312
-724 Reduced 12.42%
5,105 $283,000
Q1 2019

Apr 08, 2019
BUY
N/A
1,002 Added 20.76%
5,829 $311,000
Q4 2018

Jan 11, 2019
SELL
N/A
-483 Reduced 9.1%
4,827 $255,000
Q3 2018

Oct 09, 2018
BUY
N/A
5,310 New
5,310 $274,000

Others Institutions Holding SCHR

# of Institutions
515
Shares Held
385M
Call Options Held
0
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
Track This Portfolio

Track Gen Wealth Group, Inc. Portfolio

Follow Gen Wealth Group, Inc. 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 Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email