Wealthgarden F.S. LLC Schwab Intermediate Term Us Tr Transaction History

Wealthgarden F.S. LLC

  • $120 Billion
  • Q2 2025

A detailed history of Wealthgarden F.S. LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 30,597 shares of SCHR stock, worth $763,089. This represents 0.63% of its overall portfolio holdings.

Number of Shares
30,597
Previous 25,497 20.0%
Holding current value
$763,089
Previous $634 Million 19.91%
% of portfolio
0.63%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$24.54 - $25.07 $125,154 - $127,857
5,100 Added 20.0%
30,597 $760 Million
Q1 2025

May 02, 2025
BUY
$24.05 - $24.86 $111,231 - $114,977
4,625 Added 22.16%
25,497 $634 Million
Q4 2024

Feb 03, 2025
BUY
$24.19 - $50.58 $362,172 - $757,283
14,972 Added 253.76%
20,872 $507 Million
Q3 2024

Nov 14, 2024
BUY
$48.4 - $50.91 $285,560 - $300,369
5,900 New
5,900 $299 Million
Q2 2024

Aug 07, 2024
BUY
$47.85 - $49.0 $202,070 - $206,927
4,223 New
4,223 $206 Million

Others Institutions Holding SCHR

# of Institutions
497
Shares Held
369M
Call Options Held
900
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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