Sea Crest Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 37,230 shares of SCHR stock, worth $934,845. This represents 0.11% of its overall portfolio holdings.

Number of Shares
37,230
Previous 44,080 15.54%
Holding current value
$934,845
Previous $1.1 Million 15.23%
% of portfolio
0.11%
Previous 0.13%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$24.69 - $25.26 $169,126 - $173,031
-6,850 Reduced 15.54%
37,230 $935,000
Q2 2025

Jul 11, 2025
SELL
$24.54 - $25.07 $119,387 - $121,965
-4,865 Reduced 9.94%
44,080 $1.1 Million
Q1 2025

Apr 11, 2025
SELL
$24.05 - $24.86 $243,674 - $251,881
-10,132 Reduced 17.15%
48,945 $1.21 Million
Q4 2024

Jan 14, 2025
BUY
$24.19 - $50.58 $642,147 - $1.34 Million
26,546 Added 81.6%
59,077 $1.43 Million
Q3 2024

Oct 16, 2024
SELL
$48.4 - $50.91 $93,170 - $98,001
-1,925 Reduced 5.59%
32,531 $1.65 Million
Q2 2024

Jul 19, 2024
SELL
$47.85 - $49.0 $325,810 - $333,641
-6,809 Reduced 16.5%
34,456 $1.68 Million
Q1 2024

Apr 18, 2024
SELL
$48.64 - $49.88 $216,302 - $221,816
-4,447 Reduced 9.73%
41,265 $2.02 Million
Q4 2023

Jan 18, 2024
SELL
$47.09 - $49.87 $1.81 Million - $1.92 Million
-38,487 Reduced 45.71%
45,712 $2.27 Million
Q3 2023

Oct 12, 2023
BUY
$47.78 - $49.59 $30,053 - $31,192
629 Added 0.75%
84,199 $4.04 Million
Q2 2023

Jul 14, 2023
SELL
$49.25 - $50.96 $15,957 - $16,511
-324 Reduced 0.39%
83,570 $4.12 Million
Q1 2023

May 11, 2023
SELL
$48.55 - $50.78 $17,429 - $18,230
-359 Reduced 0.43%
83,894 $4.23 Million
Q4 2022

Feb 14, 2023
SELL
$48.12 - $50.24 $170,104 - $177,598
-3,535 Reduced 4.03%
84,253 $4.15 Million
Q3 2022

Nov 14, 2022
BUY
$48.68 - $52.54 $1.27 Million - $1.37 Million
26,139 Added 42.4%
87,788 $4.31 Million
Q2 2022

Aug 09, 2022
SELL
$50.08 - $52.78 $155,498 - $163,881
-3,105 Reduced 4.8%
61,649 $3.18 Million
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $10,754 - $11,391
-204 Reduced 0.31%
64,754 $3.45 Million
Q4 2021

Feb 11, 2022
SELL
$55.82 - $56.81 $74,073 - $75,386
-1,327 Reduced 2.0%
64,958 $3.65 Million
Q3 2021

Nov 16, 2021
SELL
$56.59 - $57.62 $178,767 - $182,021
-3,159 Reduced 4.55%
66,285 $3.76 Million
Q2 2021

Aug 12, 2021
BUY
$56.38 - $57.16 $106,558 - $108,032
1,890 Added 2.8%
69,444 $3.95 Million
Q1 2021

May 17, 2021
BUY
$56.41 - $58.25 $154,055 - $159,080
2,731 Added 4.21%
67,554 $3.81 Million
Q4 2020

Feb 09, 2021
BUY
$57.98 - $58.64 $56,646 - $57,291
977 Added 1.53%
64,823 $3.77 Million
Q3 2020

Nov 12, 2020
SELL
$58.56 - $58.96 $95,687 - $96,340
-1,634 Reduced 2.5%
63,846 $3.75 Million
Q2 2020

Jul 27, 2020
BUY
$58.18 - $58.86 $11,985 - $12,125
206 Added 0.32%
65,480 $3.85 Million
Q1 2020

May 13, 2020
SELL
$55.04 - $58.78 $55,535 - $59,309
-1,009 Reduced 1.52%
65,274 $3.84 Million
Q4 2019

Jan 22, 2020
SELL
$54.79 - $56.05 $9,149 - $9,360
-167 Reduced 0.25%
66,283 $3.64 Million
Q3 2019

Oct 15, 2019
SELL
$54.92 - $55.68 $262,627 - $266,261
-4,782 Reduced 6.71%
66,450 $3.69 Million
Q2 2019

Jul 19, 2019
BUY
N/A
4,743 Added 7.13%
71,232 $3.92 Million
Q1 2019

May 10, 2019
BUY
N/A
3,140 Added 4.96%
66,489 $3.58 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-342 Reduced 0.54%
63,349 $3.35 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,826 Reduced 2.79%
63,691 $3.3 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-3,785 Reduced 5.46%
65,517 $3.43 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-74 Reduced 0.11%
69,302 $3.65 Million
Q4 2017

Feb 02, 2018
BUY
N/A
69,376
69,376 $3.7 Million

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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More about SCHR
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