Wbh Advisory Inc Schwab Intermediate Term Us Tr Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wbh Advisory Inc holds 8,761 shares of SCHR stock, worth $214,031. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,761

Previous 8,488 3.22%

Holding current value

$214,031

Previous $429,000 50.58%

% of portfolio

0.02%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$24.19 - $50.58 $6,603 - $13,808	273 Added 3.22%	8,761 $212,000
Q3 2024 Oct 15, 2024	BUY	$48.4 - $50.91 $23,038 - $24,233	476 Added 5.94%	8,488 $429,000
Q2 2024 Jul 11, 2024	BUY	$47.85 - $49.0 $44,261 - $45,325	925 Added 13.05%	8,012 $390,000
Q1 2024 Apr 16, 2024	SELL	$48.64 - $49.88 $342,182 - $350,905	-7,035 Reduced 49.82%	7,087 $347,000
Q4 2023 Jan 09, 2024	BUY	$47.09 - $49.87 $369,656 - $391,479	7,850 Added 125.16%	14,122 $702,000
Q3 2023 Oct 10, 2023	SELL	$47.78 - $49.59 $191,836 - $199,103	-4,015 Reduced 39.03%	6,272 $300,000
Q2 2023 Jul 12, 2023	SELL	$49.25 - $50.96 $11,475 - $11,873	-233 Reduced 2.21%	10,287 $506,000
Q1 2023 Apr 20, 2023	SELL	$48.55 - $50.78 $5.15 Million - $5.39 Million	-106,086 Reduced 90.98%	10,520 $530,000
Q3 2022 Oct 18, 2022	SELL	$48.68 - $52.54 $2.29 Million - $2.47 Million	-47,002 Reduced 28.73%	116,606 $5.73 Million
Q2 2022 Jul 12, 2022	SELL	$50.08 - $52.78 $390,573 - $411,631	-7,799 Reduced 4.55%	163,608 $8.43 Million
Q1 2022 Apr 29, 2022	BUY	$52.72 - $55.84 $4.96 Million - $5.26 Million	94,173 Added 121.93%	171,407 $0
Q4 2021 Jan 28, 2022	BUY	$55.82 - $56.81 $4.31 Million - $4.39 Million	77,234 New	77,234 $4.34 Million

Others Institutions Holding SCHR

# of Institutions

403

Shares Held

203M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Account