Rede Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Rede Wealth, LLC

$281 Million
Q1 2025

A detailed history of Rede Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Rede Wealth, LLC holds 44,060 shares of SCHR stock, worth $1.09 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

44,060

Previous 35,473 24.21%

Holding current value

$1.09 Million

Previous $861,000 27.18%

% of portfolio

0.39%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$24.05 - $24.86 $206,517 - $213,472	8,587 Added 24.21%	44,060 $1.1 Million
Q4 2024 Jan 28, 2025	BUY	$24.19 - $50.58 $463,891 - $969,972	19,177 Added 117.68%	35,473 $861,000
Q3 2024 Oct 18, 2024	BUY	$48.4 - $50.91 $788,726 - $829,629	16,296 New	16,296 $824,000
Q2 2023 Aug 07, 2023	SELL	$49.25 - $50.96 $23,787 - $24,613	-483 Reduced 9.11%	4,818 $237,000
Q1 2023 Apr 26, 2023	SELL	$48.55 - $50.78 $274,064 - $286,653	-5,645 Reduced 51.57%	5,301 $267,000
Q4 2022 Jan 17, 2023	SELL	$48.12 - $50.24 $410,559 - $428,647	-8,532 Reduced 43.8%	10,946 $0
Q3 2022 Oct 17, 2022	SELL	$48.68 - $52.54 $27,893 - $30,105	-573 Reduced 2.86%	19,478 $957,000
Q2 2022 Jul 21, 2022	SELL	$50.08 - $52.78 $118,489 - $124,877	-2,366 Reduced 10.55%	20,051 $1.04 Million
Q1 2022 Apr 18, 2022	SELL	$52.72 - $55.84 $1,370 - $1,451	-26 Reduced 0.12%	22,417 $1.19 Million
Q4 2021 Feb 07, 2022	SELL	$55.82 - $56.81 $477,372 - $485,839	-8,552 Reduced 27.59%	22,443 $1.26 Million
Q3 2021 Oct 08, 2021	SELL	$56.59 - $57.62 $40,292 - $41,025	-712 Reduced 2.25%	30,995 $1.76 Million
Q2 2021 Jul 22, 2021	SELL	$56.38 - $57.16 $40,480 - $41,040	-718 Reduced 2.21%	31,707 $1.8 Million
Q1 2021 May 12, 2021	SELL	$56.41 - $58.25 $110,337 - $113,937	-1,956 Reduced 5.69%	32,425 $1.83 Million
Q4 2020 Feb 16, 2021	BUY	$57.98 - $58.64 $1.99 Million - $2.02 Million	34,381 New	34,381 $2 Million

Others Institutions Holding SCHR

# of Institutions

475

Shares Held

360M

Call Options Held

900

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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