Gen Wealth Group, Inc. Schwab Intermediate Term Us Tr Transaction History

Gen Wealth Group, Inc.

$436 Million
Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 517,408 shares of SCHR stock, worth $12.8 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

517,408

Previous 104,685 394.25%

Holding current value

$12.8 Million

Previous $5.3 Million 137.25%

% of portfolio

2.88%

Previous 1.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$24.19 - $50.58 $9.98 Million - $20.9 Million	412,723 Added 394.25%	517,408 $12.6 Million
Q3 2024 Oct 11, 2024	BUY	$48.4 - $50.91 $396,541 - $417,105	8,193 Added 8.49%	104,685 $5.3 Million
Q2 2024 Jul 17, 2024	BUY	$47.85 - $49.0 $565,204 - $578,788	11,812 Added 13.95%	96,492 $4.71 Million
Q1 2024 Apr 11, 2024	BUY	$48.64 - $49.88 $570,693 - $585,242	11,733 Added 16.08%	84,680 $4.15 Million
Q4 2023 Jan 11, 2024	BUY	$47.09 - $49.87 $667,453 - $706,857	14,174 Added 24.12%	72,947 $3.63 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $49.59 $322,276 - $334,484	6,745 Added 12.96%	58,773 $2.82 Million
Q2 2023 Jul 13, 2023	BUY	$49.25 - $50.96 $324,163 - $335,418	6,582 Added 14.48%	52,028 $2.56 Million
Q1 2023 Apr 11, 2023	BUY	$48.55 - $50.78 $8,787 - $9,191	181 Added 0.4%	45,446 $2.29 Million
Q4 2022 Jan 19, 2023	BUY	$48.12 - $50.24 $1.62 Million - $1.69 Million	33,673 Added 290.48%	45,265 $0
Q3 2022 Oct 14, 2022	BUY	$48.68 - $52.54 $324,841 - $350,599	6,673 Added 135.66%	11,592 $570,000
Q3 2021 Oct 19, 2021	SELL	$56.59 - $57.62 $15,732 - $16,018	-278 Reduced 5.35%	4,919 $279,000
Q1 2021 Apr 26, 2021	BUY	$56.41 - $58.25 $293,162 - $302,725	5,197 New	5,197 $293,000
Q1 2020 Apr 20, 2020	SELL	$55.04 - $58.78 $280,979 - $300,071	-5,105 Closed	0 $0
Q3 2019 Oct 07, 2019	SELL	$54.92 - $55.68 $39,762 - $40,312	-724 Reduced 12.42%	5,105 $283,000
Q1 2019 Apr 08, 2019	BUY	N/A	1,002 Added 20.76%	5,829 $311,000
Q4 2018 Jan 11, 2019	SELL	N/A	-483 Reduced 9.1%	4,827 $255,000
Q3 2018 Oct 09, 2018	BUY	N/A	5,310 New	5,310 $274,000

Others Institutions Holding SCHR

# of Institutions

448

Shares Held

358M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Account

Gen Wealth Group, Inc. Schwab Intermediate Term Us Tr Transaction History