Private Wealth Management Group, LLC Schwab Intermediate Term Us Tr Transaction History

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 6,710 shares of SCHR stock, worth $166,475. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,710
Previous 6,620 1.36%
Holding current value
$166,475
Previous $161 Million 3.74%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 02, 2025
BUY
$24.05 - $24.86 $2,164 - $2,237
90 Added 1.36%
6,710 $167 Million
Q4 2024

Jan 27, 2025
BUY
$24.19 - $50.58 $99,420 - $207,883
4,110 Added 163.75%
6,620 $161 Million
Q3 2024

Oct 29, 2024
BUY
$48.4 - $50.91 $2,420 - $2,545
50 Added 2.03%
2,510 $127 Million
Q1 2024

Apr 30, 2024
SELL
$48.64 - $49.88 $7,441 - $7,631
-153 Reduced 5.86%
2,460 $121 Million
Q4 2023

Feb 08, 2024
BUY
$47.09 - $49.87 $123,046 - $130,310
2,613 New
2,613 $130 Million

Others Institutions Holding SCHR

# of Institutions
476
Shares Held
360M
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
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email