Global Wealth Strategies & Associates Schwab Intermediate Term Us Tr Transaction History

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 16 shares of SCHR stock, worth $390. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 10 60.0%
Holding current value
$390
Previous $506,000 23.12%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 02, 2025
BUY
$24.19 - $50.58 $145 - $303
6 Added 60.0%
16 $389,000
Q4 2023

Jan 02, 2024
BUY
$47.09 - $49.87 $141 - $149
3 Added 42.86%
10 $497,000
Q2 2023

Jul 05, 2023
SELL
$49.25 - $50.96 $689 - $713
-14 Reduced 66.67%
7 $345,000
Q1 2023

Apr 03, 2023
BUY
$48.55 - $50.78 $1,019 - $1,066
21 New
21 $1.06 Million

Others Institutions Holding SCHR

# of Institutions
407
Shares Held
315M
Call Options Held
1.2K
Put Options Held
16.7K
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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