Wade Financial Advisory, Inc Schwab Intermediate Term Us Tr Transaction History

Wade Financial Advisory, Inc

  • $292 Million
  • Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 8,199 shares of SCHR stock, worth $203,827. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,199
Previous 8,436 2.81%
Holding current value
$203,827
Previous $204,000 0.49%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 09, 2025
SELL
$24.05 - $24.86 $5,699 - $5,891
-237 Reduced 2.81%
8,199 $203,000
Q4 2024

Jan 22, 2025
BUY
$24.19 - $50.58 $102,033 - $213,346
4,218 Added 100.0%
8,436 $204,000
Q3 2024

Oct 28, 2024
SELL
$48.4 - $50.91 $65,340 - $68,728
-1,350 Reduced 24.25%
4,218 $213,000
Q2 2024

Jul 25, 2024
SELL
$47.85 - $49.0 $35,313 - $36,162
-738 Reduced 11.7%
5,568 $271,000
Q1 2024

May 13, 2024
BUY
$48.64 - $49.88 $583 - $598
12 Added 0.19%
6,306 $309,000
Q4 2023

Feb 09, 2024
BUY
$47.09 - $49.87 $296,384 - $313,881
6,294 New
6,294 $312,000

Others Institutions Holding SCHR

# of Institutions
483
Shares Held
363M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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