A detailed history of Fsb Premier Wealth Management, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 5,364 shares of SCHR stock, worth $129,862. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,364
Previous 4,291 25.01%
Holding current value
$129,862
Previous $209,000 29.67%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 14, 2024

BUY
$48.4 - $50.91 $51,933 - $54,626
1,073 Added 25.01%
5,364 $271,000
Q2 2024

Aug 02, 2024

SELL
$47.85 - $49.0 $18,039 - $18,473
-377 Reduced 8.08%
4,291 $209,000
Q1 2024

May 10, 2024

BUY
$48.64 - $49.88 $227,051 - $232,839
4,668 New
4,668 $228,000
Q2 2023

Aug 11, 2023

SELL
$49.25 - $50.96 $10,687 - $11,058
-217 Reduced 4.46%
4,653 $229,000
Q1 2023

May 04, 2023

BUY
$48.55 - $50.78 $3,592 - $3,757
74 Added 1.54%
4,870 $245,000
Q4 2022

Feb 06, 2023

SELL
$48.12 - $50.24 $21,942 - $22,909
-456 Reduced 8.68%
4,796 $236,000
Q3 2022

Nov 23, 2022

SELL
$48.68 - $52.54 $56,225 - $60,683
-1,155 Reduced 18.03%
5,252 $258,000
Q2 2022

Aug 01, 2022

SELL
$50.08 - $52.78 $8,513 - $8,972
-170 Reduced 2.58%
6,407 $330,000
Q1 2022

Apr 14, 2022

BUY
$52.72 - $55.84 $2,688 - $2,847
51 Added 0.78%
6,577 $350,000
Q4 2021

Feb 03, 2022

BUY
$55.82 - $56.81 $7,703 - $7,839
138 Added 2.16%
6,526 $366,000
Q3 2021

Feb 23, 2022

SELL
$56.59 - $57.62 $32,539 - $33,131
-575 Reduced 8.26%
6,388 $362,000
Q2 2021

Feb 22, 2022

SELL
$56.38 - $57.16 $90,151 - $91,398
-1,599 Reduced 18.68%
6,963 $395,000
Q1 2021

Feb 22, 2022

SELL
$56.41 - $58.25 $452,351 - $467,106
-8,019 Reduced 48.36%
8,562 $482,000
Q4 2020

Feb 16, 2022

BUY
$57.98 - $58.64 $961,366 - $972,309
16,581 New
16,581 $965,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


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