Hb Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,268 shares of SCHR stock, worth $250,641. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,268
Previous 8,330 23.27%
Holding current value
$250,641
Previous $421,000 40.86%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 15, 2025
BUY
$24.19 - $50.58 $46,880 - $98,024
1,938 Added 23.27%
10,268 $249,000
Q3 2024

Oct 15, 2024
SELL
$48.4 - $50.91 $13,164 - $13,847
-272 Reduced 3.16%
8,330 $421,000
Q2 2024

Jul 26, 2024
SELL
$47.85 - $49.0 $29,619 - $30,331
-619 Reduced 6.71%
8,602 $419,000
Q1 2024

Apr 30, 2024
SELL
$48.64 - $49.88 $10,311 - $10,574
-212 Reduced 2.25%
9,221 $452,000
Q4 2023

Jan 16, 2024
BUY
$47.09 - $49.87 $62,347 - $66,027
1,324 Added 16.33%
9,433 $469,000
Q3 2023

Oct 13, 2023
SELL
$47.78 - $49.59 $31,821 - $33,026
-666 Reduced 7.59%
8,109 $388,000
Q2 2023

Jul 13, 2023
SELL
$49.25 - $50.96 $7,289 - $7,542
-148 Reduced 1.66%
8,775 $432,000
Q1 2023

Apr 13, 2023
SELL
$48.55 - $50.78 $25,877 - $27,065
-533 Reduced 5.64%
8,923 $449,000
Q4 2022

Jan 20, 2023
SELL
$48.12 - $50.24 $56,637 - $59,132
-1,177 Reduced 11.07%
9,456 $0
Q3 2022

Oct 19, 2022
SELL
$48.68 - $52.54 $56,858 - $61,366
-1,168 Reduced 9.9%
10,633 $523,000
Q2 2022

Jul 15, 2022
SELL
$50.08 - $52.78 $154,997 - $163,354
-3,095 Reduced 20.78%
11,801 $609,000
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $381,323 - $403,890
-7,233 Reduced 32.69%
14,896 $793,000
Q4 2021

Feb 15, 2022
BUY
$55.82 - $56.81 $1.24 Million - $1.26 Million
22,129 New
22,129 $1.24 Million

Others Institutions Holding SCHR

# of Institutions
402
Shares Held
202M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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More about SCHR
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