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

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 93,852 shares of SCHR stock, worth $2.33 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
93,852
Previous 116,861 19.69%
Holding current value
$2.33 Million
Previous $2.84 Million 17.79%
% of portfolio
0.08%
Previous 0.09%

Shares

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

May 15, 2025
SELL
$24.05 - $24.86 $553,366 - $572,003
-23,009 Reduced 19.69%
93,852 $2.33 Million
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $101,888 - $213,042
4,212 Added 3.74%
116,861 $2.84 Million
Q3 2024

Nov 14, 2024
BUY
$48.4 - $50.91 $1.56 Million - $1.64 Million
32,305 Added 40.21%
112,649 $5.7 Million
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $1.09 Million - $1.11 Million
22,726 Added 39.44%
80,344 $3.92 Million
Q1 2024

May 15, 2024
BUY
$48.64 - $49.88 $2.25 Million - $2.31 Million
46,262 Added 407.38%
57,618 $2.83 Million
Q4 2023

Feb 14, 2024
BUY
$47.09 - $49.87 $44,688 - $47,326
949 Added 9.12%
11,356 $564,000
Q3 2023

Nov 14, 2023
BUY
$47.78 - $49.59 $24,988 - $25,935
523 Added 5.29%
10,407 $498,000
Q2 2023

Aug 14, 2023
BUY
$49.25 - $50.96 $33,785 - $34,958
686 Added 7.46%
9,884 $487,000
Q1 2023

May 15, 2023
SELL
$48.55 - $50.78 $67,241 - $70,330
-1,385 Reduced 13.09%
9,198 $463,000
Q4 2022

Feb 14, 2023
SELL
$48.12 - $50.24 $38,832 - $40,543
-807 Reduced 7.09%
10,583 $521,000
Q3 2022

Nov 22, 2022
BUY
$48.68 - $52.54 $103,298 - $111,489
2,122 Added 22.9%
11,390 $560,000
Q2 2022

Aug 15, 2022
BUY
$50.08 - $52.78 $300 - $316
6 Added 0.06%
9,268 $478,000
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $8,277 - $8,766
-157 Reduced 1.67%
9,262 $493,000
Q4 2021

Feb 14, 2022
SELL
$55.82 - $56.81 $1,730 - $1,761
-31 Reduced 0.33%
9,419 $529,000
Q3 2021

Nov 15, 2021
SELL
$56.59 - $57.62 $91,902 - $93,574
-1,624 Reduced 14.66%
9,450 $536,000
Q2 2021

Aug 16, 2021
BUY
$56.38 - $57.16 $20,014 - $20,291
355 Added 3.31%
11,074 $630,000
Q1 2021

May 18, 2021
SELL
$56.41 - $58.25 $12,579 - $12,989
-223 Reduced 2.04%
10,719 $605,000
Q4 2020

Feb 17, 2021
SELL
$57.98 - $58.64 $7,653 - $7,740
-132 Reduced 1.19%
10,942 $637,000
Q3 2020

Nov 19, 2020
BUY
$58.56 - $58.96 $37,419 - $37,675
639 Added 6.12%
11,074 $650,000
Q2 2020

Aug 14, 2020
SELL
$58.18 - $58.86 $5,294 - $5,356
-91 Reduced 0.86%
10,435 $613,000
Q1 2020

May 13, 2020
SELL
$55.04 - $58.78 $33,299 - $35,561
-605 Reduced 5.44%
10,526 $619,000
Q4 2019

Feb 18, 2020
BUY
$54.79 - $56.05 $13,971 - $14,292
255 Added 2.34%
11,131 $611,000
Q3 2019

Nov 15, 2019
BUY
$54.92 - $55.68 $180,686 - $183,187
3,290 Added 43.37%
10,876 $604,000
Q2 2019

Aug 12, 2019
BUY
N/A
79 Added 1.05%
7,586 $417,000
Q1 2019

May 16, 2019
BUY
N/A
192 Added 2.62%
7,507 $404,000
Q4 2018

Feb 15, 2019
BUY
N/A
574 Added 8.52%
7,315 $387,000
Q3 2018

Nov 14, 2018
BUY
N/A
2,290 Added 51.45%
6,741 $349,000
Q2 2018

Aug 13, 2018
BUY
N/A
4,451 New
4,451 $233,000

Others Institutions Holding SCHR

# of Institutions
483
Shares Held
363M
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
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More about SCHR
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