North Ridge Wealth Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

North Ridge Wealth Advisors, Inc.

  • $129 Billion
  • Q1 2024

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 29,386 shares of SCHR stock, worth $1.43 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
29,386
Previous 29,231 0.53%
Holding current value
$1.43 Million
Previous $1.45 Billion 0.82%
% of portfolio
1.12%
Previous 1.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$48.64 - $49.88 $7,539 - $7,731
155 Added 0.53%
29,386 $1.44 Billion
Q4 2023

Jan 18, 2024
BUY
$47.09 - $49.87 $311,029 - $329,391
6,605 Added 29.19%
29,231 $1.45 Billion
Q3 2023

Oct 19, 2023
SELL
$47.78 - $49.59 $182,615 - $189,532
-3,822 Reduced 14.45%
22,626 $1.08 Billion
Q2 2023

Jul 26, 2023
SELL
$49.25 - $50.96 $21,128 - $21,861
-429 Reduced 1.6%
26,448 $1.3 Billion
Q1 2023

Apr 28, 2023
BUY
$48.55 - $50.78 $1.3 Million - $1.36 Million
26,877 New
26,877 $1.36 Billion

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
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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