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 20,872 shares of SCHR stock, worth $514,494. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,872
Previous 5,900 253.76%
Holding current value
$514,494
Previous $299 Million 69.81%
% of portfolio
0.47%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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