Wiser Advisor Group LLC Schwab Intermediate Term Us Tr Transaction History

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024

A detailed history of Wiser Advisor Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wiser Advisor Group LLC holds 110 shares of SCHR stock, worth $2,663. This represents 0.01% of its overall portfolio holdings.

Number of Shares
110
Previous 203 45.81%
Holding current value
$2,663
Previous $9.86 Million 43.63%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$48.4 - $50.91 $4,501 - $4,734
-93 Reduced 45.81%
110 $5.56 Million
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $1,961 - $2,009
41 Added 25.31%
203 $9.86 Million
Q1 2024

May 15, 2024
SELL
$48.64 - $49.88 $48 - $49
-1 Reduced 0.61%
162 $8.04 Million
Q4 2023

Feb 12, 2024
BUY
$47.09 - $49.87 $7,675 - $8,128
163 New
163 $8.11 Million

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

SCHR Quotes by TradingView
  • Ticker SCHR
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More about SCHR
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