Spire Wealth Management Schwab Intermediate Term Us Tr Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Spire Wealth Management holds 123,103 shares of SCHR stock, worth $3.01 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
123,103
Previous 63,299 94.48%
Holding current value
$3.01 Million
Previous $3.2 Million 6.62%
% of portfolio
0.1%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$24.19 - $50.58 $1.45 Million - $3.02 Million
59,804 Added 94.48%
123,103 $2.99 Million
Q3 2024

Oct 15, 2024
SELL
$48.4 - $50.91 $40,559 - $42,662
-838 Reduced 1.31%
63,299 $3.2 Million
Q2 2024

Jul 31, 2024
SELL
$47.85 - $49.0 $171,685 - $175,812
-3,588 Reduced 5.3%
64,137 $3.13 Million
Q1 2024

Apr 24, 2024
BUY
$48.64 - $49.88 $26,362 - $27,034
542 Added 0.81%
67,725 $3.32 Million
Q4 2023

Feb 06, 2024
SELL
$47.09 - $49.87 $86,645 - $91,760
-1,840 Reduced 2.67%
67,183 $3.34 Million
Q3 2023

Nov 08, 2023
SELL
$47.78 - $49.59 $446,647 - $463,567
-9,348 Reduced 11.93%
69,023 $3.31 Million
Q2 2023

Aug 09, 2023
SELL
$49.25 - $50.96 $165,627 - $171,378
-3,363 Reduced 4.11%
78,371 $3.86 Million
Q1 2023

May 09, 2023
BUY
$48.55 - $50.78 $2.27 Million - $2.38 Million
46,789 Added 133.89%
81,734 $4.12 Million
Q4 2022

Feb 03, 2023
BUY
$48.12 - $50.24 $2,309 - $2,411
48 Added 0.14%
34,945 $1.72 Million
Q3 2022

Nov 07, 2022
SELL
$48.68 - $52.54 $2.6 Million - $2.81 Million
-53,510 Reduced 60.53%
34,897 $1.72 Million
Q2 2022

Jul 22, 2022
SELL
$50.08 - $52.78 $424,478 - $447,363
-8,476 Reduced 8.75%
88,407 $4.56 Million
Q1 2022

Apr 18, 2022
SELL
$52.72 - $55.84 $24,778 - $26,244
-470 Reduced 0.48%
96,883 $5.16 Million
Q4 2021

Jan 14, 2022
SELL
$55.82 - $56.81 $496,072 - $504,870
-8,887 Reduced 8.37%
97,353 $5.47 Million
Q3 2021

Oct 22, 2021
BUY
$56.59 - $57.62 $105,313 - $107,230
1,861 Added 1.78%
106,240 $6.01 Million
Q2 2021

Jul 26, 2021
BUY
$56.38 - $57.16 $445,627 - $451,792
7,904 Added 8.19%
104,379 $5.94 Million
Q1 2021

May 21, 2021
BUY
$56.41 - $58.25 $5.44 Million - $5.62 Million
96,475 New
96,475 $5.44 Million

Others Institutions Holding SCHR

# of Institutions
443
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
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 Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email