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

Wagner Wealth Management, LLC

$302 Million
Q2 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 6 shares of SCHR stock, worth $149. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 92 93.48%

Holding current value

$149

Previous $2,000 100.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.54 - $25.07 $2,110 - $2,156	-86 Reduced 93.48%	6 $0
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

488

Shares Held

364M

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