Wagner Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Wagner Wealth Management, LLC

$311 Million
Q1 2025

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 92 shares of SCHR stock, worth $2,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 86 6.98%

Holding current value

$2,270

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$24.05 - $24.86 $144 - $149	6 Added 6.98%	92 $2,000
Q4 2024 Jan 28, 2025	BUY	$24.19 - $50.58 $1,451 - $3,034	60 Added 230.77%	86 $2,000
Q3 2024 Oct 10, 2024	BUY	$48.4 - $50.91 $145 - $152	3 Added 13.04%	26 $1,000
Q2 2024 Jul 18, 2024	BUY	$47.85 - $49.0 $95 - $98	2 Added 9.52%	23 $1,000
Q1 2024 Apr 23, 2024	BUY	$48.64 - $49.88 $243 - $249	5 Added 31.25%	21 $1,000
Q4 2023 Jan 19, 2024	BUY	$47.09 - $49.87 $94 - $99	2 Added 14.29%	16 $0
Q3 2023 Oct 18, 2023	BUY	$47.78 - $49.59 $573 - $595	12 Added 600.0%	14 $0
Q2 2023 Jul 28, 2023	BUY	$49.25 - $50.96 $49 - $50	1 Added 100.0%	2 $0
Q4 2022 Feb 14, 2023	BUY	$48.12 - $50.24 $48 - $50	1 New	1 $0

Others Institutions Holding SCHR

# of Institutions

476

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Wagner Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History