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 $5,688. This represents 0.01% of its overall portfolio holdings.

Number of Shares
229
Previous 224 2.23%
Holding current value
$5,688
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
485
Shares Held
363M
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
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More about SCHR
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