Transform Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 9,548 shares of SCHR stock, worth $236,885. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,548
Previous 9,548 -0.0%
Holding current value
$236,885
Previous $231,000 2.16%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$24.19 - $50.58 $230,966 - $482,937
9,548 New
9,548 $231,000

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

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