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

Private Wealth Management Group, LLC

  • $231 Billion
  • Q2 2024

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 2,460 shares of SCHR stock, worth $125,041. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,460
Previous 2,460 -0.0%
Holding current value
$125,041
Previous $121 Million 0.57%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
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