Libra Wealth LLC Schwab Intermediate Term Us Tr Transaction History

Libra Wealth LLC

  • $264 Million
  • Q1 2025

A detailed history of Libra Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Libra Wealth LLC holds 212,117 shares of SCHR stock, worth $5.32 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
212,117
Previous 248,494 14.64%
Holding current value
$5.32 Million
Previous $6.04 Million 12.63%
% of portfolio
2.0%
Previous 2.37%

Shares

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

Apr 25, 2025
SELL
$24.05 - $24.86 $874,866 - $904,332
-36,377 Reduced 14.64%
212,117 $5.27 Million
Q4 2024

Jan 22, 2025
BUY
$24.19 - $50.58 $3 Million - $6.28 Million
124,147 Added 99.84%
248,494 $6.04 Million
Q2 2024

Aug 13, 2024
SELL
$47.85 - $49.0 $52,060 - $53,312
-1,088 Reduced 0.87%
124,347 $6.06 Million
Q1 2024

Apr 30, 2024
SELL
$48.64 - $49.88 $19,164 - $19,652
-394 Reduced 0.31%
125,435 $6.15 Million
Q4 2023

Jan 29, 2024
BUY
$47.09 - $49.87 $467,933 - $495,558
9,937 Added 8.57%
125,829 $6.26 Million
Q3 2023

Oct 30, 2023
SELL
$47.78 - $49.59 $6.25 Million - $6.48 Million
-130,736 Reduced 53.01%
115,892 $5.56 Million
Q2 2023

Aug 10, 2023
SELL
$49.25 - $50.96 $1.24 Million - $1.28 Million
-25,089 Reduced 9.23%
246,628 $12.2 Million
Q1 2023

May 02, 2023
BUY
$48.55 - $50.78 $61,804 - $64,642
1,273 Added 0.47%
271,717 $13.7 Million
Q4 2022

Jan 31, 2023
BUY
$48.12 - $50.24 $108,943 - $113,743
2,264 Added 0.84%
270,444 $13.3 Million
Q3 2022

Oct 26, 2022
SELL
$48.68 - $52.54 $2.18 Million - $2.36 Million
-44,839 Reduced 14.32%
268,180 $13.2 Million
Q2 2022

Jul 22, 2022
BUY
$50.08 - $52.78 $15.7 Million - $16.5 Million
313,019 New
313,019 $16.2 Million

Others Institutions Holding SCHR

# of Institutions
461
Shares Held
359M
Call Options Held
2.7K
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
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