Spire Wealth Management Schwab Intermediate Term Us Tr Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Spire Wealth Management holds 112,923 shares of SCHR stock, worth $2.8 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

112,923

Previous 123,103 8.27%

Holding current value

$2.8 Million

Previous $2.99 Million 6.12%

% of portfolio

0.09%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$24.05 - $24.86 $244,829 - $253,074	-10,180 Reduced 8.27%	112,923 $2.81 Million
Q4 2024 Jan 24, 2025	BUY	$24.19 - $50.58 $1.45 Million - $3.02 Million	59,804 Added 94.48%	123,103 $2.99 Million
Q3 2024 Oct 15, 2024	SELL	$48.4 - $50.91 $40,559 - $42,662	-838 Reduced 1.31%	63,299 $3.2 Million
Q2 2024 Jul 31, 2024	SELL	$47.85 - $49.0 $171,685 - $175,812	-3,588 Reduced 5.3%	64,137 $3.13 Million
Q1 2024 Apr 24, 2024	BUY	$48.64 - $49.88 $26,362 - $27,034	542 Added 0.81%	67,725 $3.32 Million
Q4 2023 Feb 06, 2024	SELL	$47.09 - $49.87 $86,645 - $91,760	-1,840 Reduced 2.67%	67,183 $3.34 Million
Q3 2023 Nov 08, 2023	SELL	$47.78 - $49.59 $446,647 - $463,567	-9,348 Reduced 11.93%	69,023 $3.31 Million
Q2 2023 Aug 09, 2023	SELL	$49.25 - $50.96 $165,627 - $171,378	-3,363 Reduced 4.11%	78,371 $3.86 Million
Q1 2023 May 09, 2023	BUY	$48.55 - $50.78 $2.27 Million - $2.38 Million	46,789 Added 133.89%	81,734 $4.12 Million
Q4 2022 Feb 03, 2023	BUY	$48.12 - $50.24 $2,309 - $2,411	48 Added 0.14%	34,945 $1.72 Million
Q3 2022 Nov 07, 2022	SELL	$48.68 - $52.54 $2.6 Million - $2.81 Million	-53,510 Reduced 60.53%	34,897 $1.72 Million
Q2 2022 Jul 22, 2022	SELL	$50.08 - $52.78 $424,478 - $447,363	-8,476 Reduced 8.75%	88,407 $4.56 Million
Q1 2022 Apr 18, 2022	SELL	$52.72 - $55.84 $24,778 - $26,244	-470 Reduced 0.48%	96,883 $5.16 Million
Q4 2021 Jan 14, 2022	SELL	$55.82 - $56.81 $496,072 - $504,870	-8,887 Reduced 8.37%	97,353 $5.47 Million
Q3 2021 Oct 22, 2021	BUY	$56.59 - $57.62 $105,313 - $107,230	1,861 Added 1.78%	106,240 $6.01 Million
Q2 2021 Jul 26, 2021	BUY	$56.38 - $57.16 $445,627 - $451,792	7,904 Added 8.19%	104,379 $5.94 Million
Q1 2021 May 21, 2021	BUY	$56.41 - $58.25 $5.44 Million - $5.62 Million	96,475 New	96,475 $5.44 Million

Others Institutions Holding SCHR

# of Institutions

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Spire Wealth Management Schwab Intermediate Term Us Tr Transaction History