A detailed history of Harvest Group Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 169,795 shares of SCHR stock, worth $4.12 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares
169,795
Previous 137,086 23.86%
Holding current value
$4.12 Million
Previous $6.75 Million 26.88%
% of portfolio
5.57%
Previous 4.65%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

BUY
$48.55 - $50.78 $1.59 Million - $1.66 Million
32,709 Added 23.86%
169,795 $8.56 Million
Q4 2022

Jan 27, 2023

SELL
$48.12 - $50.24 $52,306 - $54,610
-1,087 Reduced 0.79%
137,086 $6.75 Million
Q3 2022

Nov 08, 2022

BUY
$48.68 - $52.54 $145,163 - $156,674
2,982 Added 2.21%
138,173 $6.68 Million
Q2 2022

Aug 04, 2022

BUY
$50.08 - $52.78 $81,880 - $86,295
1,635 Added 1.22%
135,191 $7.1 Million
Q1 2022

Apr 21, 2022

BUY
$52.72 - $55.84 $3.34 Million - $3.53 Million
63,269 Added 90.02%
133,556 $7.11 Million
Q4 2021

Jan 21, 2022

SELL
$55.82 - $56.81 $4.72 Million - $4.8 Million
-84,537 Reduced 54.6%
70,287 $3.95 Million
Q3 2021

Nov 03, 2021

SELL
$56.59 - $57.62 $1.43 Million - $1.46 Million
-25,341 Reduced 14.07%
154,824 $8.78 Million
Q2 2021

Aug 02, 2021

BUY
$56.38 - $57.16 $423,864 - $429,728
7,518 Added 4.35%
180,165 $10.2 Million
Q1 2021

May 04, 2021

BUY
$56.41 - $58.25 $775,411 - $800,704
13,746 Added 8.65%
172,647 $9.8 Million
Q4 2020

Feb 01, 2021

BUY
$57.98 - $58.64 $1.67 Million - $1.68 Million
28,720 Added 22.06%
158,901 $9.25 Million
Q3 2020

Nov 09, 2020

BUY
$58.56 - $58.96 $2.72 Million - $2.74 Million
46,404 Added 55.39%
130,181 $7.64 Million
Q2 2020

Jul 31, 2020

BUY
$58.18 - $58.86 $1.71 Million - $1.73 Million
29,340 Added 53.9%
83,777 $4.92 Million
Q1 2020

Apr 23, 2020

SELL
$55.04 - $58.78 $4.44 Million - $4.74 Million
-80,676 Reduced 59.71%
54,437 $3.2 Million
Q4 2019

Jan 27, 2020

SELL
$54.79 - $56.05 $424,732 - $434,499
-7,752 Reduced 5.43%
135,113 $7.42 Million
Q3 2019

Nov 01, 2019

BUY
$54.92 - $55.68 $191,780 - $194,434
3,492 Added 2.51%
142,865 $7.94 Million
Q2 2019

Jul 31, 2019

SELL
N/A
-47,202 Reduced 25.3%
139,373 $7.66 Million
Q1 2019

May 06, 2019

SELL
N/A
-126,940 Reduced 40.49%
186,575 $10 Million
Q4 2018

Jan 28, 2019

SELL
N/A
-1,478 Reduced 0.47%
313,515 $16.6 Million
Q3 2018

Nov 08, 2018

BUY
N/A
259,967 Added 472.44%
314,993 $16.3 Million
Q2 2018

Aug 14, 2018

BUY
N/A
15,495 Added 39.2%
55,026 $2.88 Million
Q1 2018

May 11, 2018

BUY
N/A
1,842 Added 4.89%
39,531 $2.08 Million
Q4 2017

Mar 29, 2018

BUY
N/A
37,689
37,689 $2.01 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
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