Wealth Care Investment Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Wealth Care Investment Partners, LLC

$220 Million
Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 49,651 shares of SCHR stock, worth $1.21 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

49,651

Previous 65,733 24.47%

Holding current value

$1.21 Million

Previous $3.21 Million 21.62%

% of portfolio

1.14%

Previous 1.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$48.4 - $50.91 $778,368 - $818,734	-16,082 Reduced 24.47%	49,651 $2.51 Million
Q2 2024 Jul 18, 2024	SELL	$47.85 - $49.0 $48,567 - $49,735	-1,015 Reduced 1.52%	65,733 $3.21 Million
Q1 2024 Apr 15, 2024	BUY	$48.64 - $49.88 $275,740 - $282,769	5,669 Added 9.28%	66,748 $3.27 Million
Q4 2023 Jan 18, 2024	BUY	$47.09 - $49.87 $118,054 - $125,024	2,507 Added 4.28%	61,079 $3.04 Million
Q3 2023 Oct 10, 2023	BUY	$47.78 - $49.59 $328,200 - $340,633	6,869 Added 13.29%	58,572 $2.81 Million
Q2 2023 Jul 13, 2023	BUY	$49.25 - $50.96 $1.79 Million - $1.85 Million	36,347 Added 236.7%	51,703 $2.55 Million
Q1 2023 Apr 10, 2023	BUY	$48.55 - $50.78 $745,533 - $779,777	15,356 New	15,356 $774,000

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Wealth Care Investment Partners, LLC Schwab Intermediate Term Us Tr Transaction History