Ci Private Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 36,969 shares of SCHR stock, worth $911,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36,969
Previous 19,279 91.76%
Holding current value
$911,285
Previous $975,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$24.19 - $50.58 $427,921 - $894,760
17,690 Added 91.76%
36,969 $897,000
Q3 2024

Nov 12, 2024
BUY
$48.4 - $50.91 $270,943 - $284,994
5,598 Added 40.92%
19,279 $975,000
Q2 2024

Aug 13, 2024
SELL
$47.85 - $49.0 $44,261 - $45,325
-925 Reduced 6.33%
13,681 $667,000
Q1 2024

May 09, 2024
BUY
$48.64 - $49.88 $55,255 - $56,663
1,136 Added 8.43%
14,606 $716,000
Q4 2023

Feb 09, 2024
BUY
$47.09 - $49.87 $634,302 - $671,748
13,470 New
13,470 $669,000

Others Institutions Holding SCHR

# of Institutions
445
Shares Held
356M
Call Options Held
2.7K
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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