Libra Wealth LLC Schwab Intermediate Term Us Tr Transaction History

Libra Wealth LLC

$254 Million
Q4 2024

A detailed history of Libra Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Libra Wealth LLC holds 248,494 shares of SCHR stock, worth $6.04 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

248,494

Previous 124,347 99.84%

Holding current value

$6.04 Million

Previous $6.29 Million 4.07%

% of portfolio

2.37%

Previous 2.53%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$24.19 - $50.58 $3 Million - $6.28 Million	124,147 Added 99.84%	248,494 $6.04 Million
Q2 2024 Aug 13, 2024	SELL	$47.85 - $49.0 $52,060 - $53,312	-1,088 Reduced 0.87%	124,347 $6.06 Million
Q1 2024 Apr 30, 2024	SELL	$48.64 - $49.88 $19,164 - $19,652	-394 Reduced 0.31%	125,435 $6.15 Million
Q4 2023 Jan 29, 2024	BUY	$47.09 - $49.87 $467,933 - $495,558	9,937 Added 8.57%	125,829 $6.26 Million
Q3 2023 Oct 30, 2023	SELL	$47.78 - $49.59 $6.25 Million - $6.48 Million	-130,736 Reduced 53.01%	115,892 $5.56 Million
Q2 2023 Aug 10, 2023	SELL	$49.25 - $50.96 $1.24 Million - $1.28 Million	-25,089 Reduced 9.23%	246,628 $12.2 Million
Q1 2023 May 02, 2023	BUY	$48.55 - $50.78 $61,804 - $64,642	1,273 Added 0.47%	271,717 $13.7 Million
Q4 2022 Jan 31, 2023	BUY	$48.12 - $50.24 $108,943 - $113,743	2,264 Added 0.84%	270,444 $13.3 Million
Q3 2022 Oct 26, 2022	SELL	$48.68 - $52.54 $2.18 Million - $2.36 Million	-44,839 Reduced 14.32%	268,180 $13.2 Million
Q2 2022 Jul 22, 2022	BUY	$50.08 - $52.78 $15.7 Million - $16.5 Million	313,019 New	313,019 $16.2 Million

Others Institutions Holding SCHR

# of Institutions

402

Shares Held

196M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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