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

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

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 8,436 shares of SCHR stock, worth $209,297. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,436
Previous 4,218 100.0%
Holding current value
$209,297
Previous $213,000 4.23%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
446
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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