Stratos Wealth Partners, Ltd. Schwab Intermediate Term Us Tr Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 84,672 shares of SCHR stock, worth $2.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

84,672

Previous 35,517 138.4%

Holding current value

$2.06 Million

Previous $1.8 Million 14.41%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$24.19 - $50.58 $1.19 Million - $2.49 Million	49,155 Added 138.4%	84,672 $2.06 Million
Q3 2024 Oct 17, 2024	BUY	$48.4 - $50.91 $223,414 - $235,000	4,616 Added 14.94%	35,517 $1.8 Million
Q2 2024 Jul 24, 2024	BUY	$47.85 - $49.0 $90,532 - $92,708	1,892 Added 6.52%	30,901 $1.51 Million
Q1 2024 Apr 16, 2024	SELL	$48.64 - $49.88 $21,839 - $22,396	-449 Reduced 1.52%	29,009 $1.42 Million
Q4 2023 Jan 24, 2024	BUY	$47.09 - $49.87 $222,264 - $235,386	4,720 Added 19.08%	29,458 $1.46 Million
Q3 2023 Oct 24, 2023	BUY	$47.78 - $49.59 $15,241 - $15,819	319 Added 1.31%	24,738 $1.19 Million
Q2 2023 Jul 18, 2023	BUY	$49.25 - $50.96 $211,085 - $218,414	4,286 Added 21.29%	24,419 $1.2 Million
Q1 2023 Apr 27, 2023	BUY	$48.55 - $50.78 $977,457 - $1.02 Million	20,133 New	20,133 $1.02 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-43 Closed	0 $0
Q1 2018 May 10, 2018	BUY	N/A	43 New	43 $2,000

Others Institutions Holding SCHR

# of Institutions

417

Shares Held

322M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Stratos Wealth Partners, Ltd. Schwab Intermediate Term Us Tr Transaction History