Upper Left Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Upper Left Wealth Management, LLC

  • $112 Million
  • Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 107,377 shares of SCHR stock, worth $2.62 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
107,377
Previous 52,097 106.11%
Holding current value
$2.62 Million
Previous $2.64 Million 1.06%
% of portfolio
2.34%
Previous 2.29%

Shares

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

Jan 23, 2025
BUY
$24.19 - $50.58 $1.34 Million - $2.8 Million
55,280 Added 106.11%
107,377 $2.61 Million
Q3 2024

Nov 13, 2024
SELL
$48.4 - $50.91 $794,921 - $836,145
-16,424 Reduced 23.97%
52,097 $2.64 Million
Q2 2024

Jul 25, 2024
SELL
$47.85 - $49.0 $45,026 - $46,109
-941 Reduced 1.35%
68,521 $3.34 Million
Q1 2024

Apr 23, 2024
SELL
$48.64 - $49.88 $963,169 - $987,723
-19,802 Reduced 22.18%
69,462 $3.41 Million
Q4 2023

Jan 23, 2024
SELL
$47.09 - $49.87 $1.99 Million - $2.11 Million
-42,230 Reduced 32.12%
89,264 $4.44 Million
Q3 2023

Oct 25, 2023
BUY
$47.78 - $49.59 $6.28 Million - $6.52 Million
131,494 New
131,494 $6.3 Million
Q4 2022

Jan 17, 2023
SELL
$48.12 - $50.24 $23,819 - $24,868
-495 Reduced 8.32%
5,455 $0
Q3 2022

Nov 01, 2022
BUY
$48.68 - $52.54 $44,055 - $47,548
905 Added 17.94%
5,950 $295,000
Q2 2022

Jul 08, 2022
SELL
$50.08 - $52.78 $138,671 - $146,147
-2,769 Reduced 35.44%
5,045 $260,000
Q1 2022

Apr 18, 2022
SELL
$52.72 - $55.84 $1,476 - $1,563
-28 Reduced 0.36%
7,814 $412,000
Q4 2021

Feb 15, 2022
BUY
$55.82 - $56.81 $437,740 - $445,504
7,842 New
7,842 $440,000

Others Institutions Holding SCHR

# of Institutions
438
Shares Held
357M
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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