Td Private Client Wealth LLC Schwab Intermediate Term Us Tr Transaction History

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025

A detailed history of Td Private Client Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Td Private Client Wealth LLC holds 41,550 shares of SCHR stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,550
Previous 41,103 1.09%
Holding current value
$1.03 Million
Previous $998 Million 3.46%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$24.05 - $24.86 $10,750 - $11,112
447 Added 1.09%
41,550 $1.03 Billion
Q4 2024

Feb 11, 2025
BUY
$24.19 - $50.58 $547,637 - $1.15 Million
22,639 Added 122.61%
41,103 $998 Million
Q3 2024

Nov 18, 2024
SELL
$48.4 - $50.91 $1.75 Million - $1.84 Million
-36,095 Reduced 66.16%
18,464 $934 Million
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $2.61 Million - $2.67 Million
54,559 New
54,559 $2.66 Billion
Q1 2024

Aug 16, 2024
BUY
$48.64 - $49.88 $45,040 - $46,188
926 Added 2.12%
44,508 $2.18 Billion
Q4 2023

Aug 16, 2024
SELL
$47.09 - $49.87 $67,903 - $71,912
-1,442 Reduced 3.2%
43,582 $2.17 Billion
Q3 2023

Aug 16, 2024
BUY
$47.78 - $49.59 $85,335 - $88,567
1,786 Added 4.13%
45,024 $2.16 Billion
Q2 2023

Aug 16, 2024
BUY
$49.25 - $50.96 $119,529 - $123,679
2,427 Added 5.95%
43,238 $2.13 Billion
Q1 2023

Aug 16, 2024
BUY
$48.55 - $50.78 $5,000 - $5,230
103 Added 0.25%
40,811 $2.06 Billion
Q4 2022

Aug 16, 2024
BUY
$48.12 - $50.24 $90,128 - $94,099
1,873 Added 4.82%
40,708 $2 Billion
Q3 2022

Aug 16, 2024
BUY
$48.68 - $52.54 $1.88 Million - $2.03 Million
38,693 Added 27248.59%
38,835 $1.91 Billion
Q2 2022

Aug 16, 2024
SELL
$50.08 - $52.78 $200 - $211
-4 Reduced 2.74%
142 $7.33 Million
Q1 2022

Aug 16, 2024
SELL
$52.72 - $55.84 $3,268 - $3,462
-62 Reduced 29.81%
146 $7.78 Million
Q4 2021

Aug 16, 2024
BUY
$55.82 - $56.81 $614 - $624
11 Added 5.58%
208 $11.7 Million
Q3 2021

Aug 16, 2024
SELL
$56.59 - $57.62 $3.08 Million - $3.13 Million
-54,362 Reduced 99.64%
197 $11.2 Million
Q2 2021

Aug 16, 2024
SELL
$56.38 - $57.16 $16,068 - $16,290
-285 Reduced 59.13%
197 $11.2 Million
Q1 2021

Aug 16, 2024
BUY
$56.41 - $58.25 $8,123 - $8,388
144 Added 42.6%
482 $27.2 Million
Q4 2020

Aug 16, 2024
SELL
$57.98 - $58.64 $3.14 Million - $3.18 Million
-54,221 Reduced 99.38%
338 $19.7 Million

Others Institutions Holding SCHR

# of Institutions
475
Shares Held
360M
Call Options Held
900
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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