Steward Partners Investment Advisory, LLC Schwab Intermediate Term Us Tr Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,504 shares of SCHR stock, worth $135,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,504

Previous 58 9389.66%

Holding current value

$135,673

Previous $2,000 6550.0%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$24.19 - $50.58 $131,738 - $275,458	5,446 Added 9389.66%	5,504 $133,000
Q3 2024 Nov 14, 2024	SELL	$48.4 - $50.91 $2,516 - $2,647	-52 Reduced 47.27%	58 $2,000
Q2 2024 Aug 08, 2024	SELL	$47.85 - $49.0 $1,387 - $1,421	-29 Reduced 20.86%	110 $5,000
Q1 2024 May 15, 2024	BUY	$48.64 - $49.88 $2,140 - $2,194	44 Added 46.32%	139 $6,000
Q4 2023 Feb 12, 2024	SELL	$47.09 - $49.87 $847 - $897	-18 Reduced 15.93%	95 $4,000
Q3 2023 Nov 13, 2023	SELL	$47.78 - $49.59 $95 - $99	-2 Reduced 1.74%	113 $5,000
Q2 2023 Aug 14, 2023	SELL	$49.25 - $50.96 $9,012 - $9,325	-183 Reduced 61.41%	115 $5,000
Q1 2023 May 15, 2023	SELL	$48.55 - $50.78 $97 - $101	-2 Reduced 0.67%	298 $15,000
Q4 2022 Feb 15, 2023	BUY	$48.12 - $50.24 $4,956 - $5,174	103 Added 52.28%	300 $14,000
Q3 2022 Nov 10, 2022	SELL	$48.68 - $52.54 $7,691 - $8,301	-158 Reduced 44.51%	197 $10,000
Q2 2022 Aug 04, 2022	BUY	$50.08 - $52.78 $9,515 - $10,028	190 Added 115.15%	355 $18,000
Q1 2022 May 02, 2022	BUY	$52.72 - $55.84 $1,107 - $1,172	21 Added 14.58%	165 $9,000
Q2 2021 Aug 13, 2021	SELL	$56.38 - $57.16 $88,009 - $89,226	-1,561 Reduced 91.55%	144 $8,000
Q1 2021 May 14, 2021	BUY	$56.41 - $58.25 $96,179 - $99,316	1,705 New	1,705 $0
Q1 2020 Apr 29, 2020	SELL	$55.04 - $58.78 $440 - $470	-8 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	8 New	8 $0

Others Institutions Holding SCHR

# of Institutions

445

Shares Held

356M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Steward Partners Investment Advisory, LLC Schwab Intermediate Term Us Tr Transaction History