Provence Wealth Management Group Schwab Intermediate Term Us Tr Transaction History

Provence Wealth Management Group

  • $186 Million
  • Q4 2023

A detailed history of Provence Wealth Management Group transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Provence Wealth Management Group holds 10,090 shares of SCHR stock, worth $248,516. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,090
Previous 13,195 23.53%
Holding current value
$248,516
Previous $632,000 20.73%
% of portfolio
0.27%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$47.09 - $49.87 $146,214 - $154,846
-3,105 Reduced 23.53%
10,090 $501,000
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $429,303 - $445,566
8,985 Added 213.42%
13,195 $632,000
Q2 2023

Jul 24, 2023
BUY
$49.25 - $50.96 $207,342 - $214,541
4,210 New
4,210 $207,000

Others Institutions Holding SCHR

# of Institutions
400
Shares Held
146M
Call Options Held
2.3K
Put Options Held
7.4K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Provence Wealth Management Group Portfolio

Follow Provence Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Provence Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email