Summit Wealth Group, LLC Schwab Intermediate Term Us Tr Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 4,539 shares of SCHR stock, worth $109,889. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,539
Previous 4,539 -0.0%
Holding current value
$109,889
Previous $221,000 4.07%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$47.85 - $49.0 $217,191 - $222,411
4,539 New
4,539 $221,000
Q1 2023

May 10, 2023
BUY
$48.55 - $50.78 $4.22 Million - $4.42 Million
86,992 New
86,992 $2,000

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
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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