Wbh Advisory Inc Schwab Intermediate Term Us Tr Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

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 9,381 shares of SCHR stock, worth $235,556. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,381

Previous 10,174 7.79%

Holding current value

$235,556

Previous $252,000 7.14%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$24.54 - $25.07 $19,460 - $19,880	-793 Reduced 7.79%	9,381 $234,000
Q1 2025 May 09, 2025	BUY	$24.05 - $24.86 $33,982 - $35,127	1,413 Added 16.13%	10,174 $252,000
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

496

Shares Held

371M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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