Sonoma Private Wealth LLC Schwab Intermediate Term Us Tr Transaction History

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 10,779 shares of SCHR stock, worth $264,516. This represents 0.85% of its overall portfolio holdings.

Number of Shares
10,779
Previous 9,424 14.38%
Holding current value
$264,516
Previous $460 Million 18.67%
% of portfolio
0.85%
Previous 0.75%

Shares

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

Oct 17, 2024
BUY
$48.4 - $50.91 $65,582 - $68,983
1,355 Added 14.38%
10,779 $545 Million
Q2 2024

Aug 14, 2024
BUY
$47.85 - $49.0 $67,707 - $69,335
1,415 Added 17.67%
9,424 $460 Million
Q1 2024

May 09, 2024
BUY
$48.64 - $49.88 $148,060 - $151,834
3,044 Added 61.31%
8,009 $393 Million
Q4 2023

Feb 12, 2024
BUY
$47.09 - $49.87 $233,801 - $247,604
4,965 New
4,965 $247 Million
Q1 2023

May 10, 2023
BUY
$48.55 - $50.78 $196,433 - $205,455
4,046 New
4,046 $204 Million

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
147M
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
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