Wiser Advisor Group LLC Schwab Intermediate Term Us Tr Transaction History

Wiser Advisor Group LLC

  • $67.7 Billion
  • Q1 2025

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 229 shares of SCHR stock, worth $5,681. This represents 0.01% of its overall portfolio holdings.

Number of Shares
229
Previous 224 2.23%
Holding current value
$5,681
Previous $5.44 Million 4.71%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$24.05 - $24.86 $120 - $124
5 Added 2.23%
229 $5.69 Million
Q4 2024

Feb 05, 2025
BUY
$24.19 - $50.58 $2,757 - $5,766
114 Added 103.64%
224 $5.44 Million
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
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email