Wealth Care Investment Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Wealth Care Investment Partners, LLC

  • $218 Million
  • Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 63,170 shares of SCHR stock, worth $1.53 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
63,170
Previous 49,651 27.23%
Holding current value
$1.53 Million
Previous $2.51 Million 38.93%
% of portfolio
0.7%
Previous 1.14%

Shares

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

Feb 03, 2025
BUY
$24.19 - $50.58 $327,024 - $683,791
13,519 Added 27.23%
63,170 $1.53 Million
Q3 2024

Oct 08, 2024
SELL
$48.4 - $50.91 $778,368 - $818,734
-16,082 Reduced 24.47%
49,651 $2.51 Million
Q2 2024

Jul 18, 2024
SELL
$47.85 - $49.0 $48,567 - $49,735
-1,015 Reduced 1.52%
65,733 $3.21 Million
Q1 2024

Apr 15, 2024
BUY
$48.64 - $49.88 $275,740 - $282,769
5,669 Added 9.28%
66,748 $3.27 Million
Q4 2023

Jan 18, 2024
BUY
$47.09 - $49.87 $118,054 - $125,024
2,507 Added 4.28%
61,079 $3.04 Million
Q3 2023

Oct 10, 2023
BUY
$47.78 - $49.59 $328,200 - $340,633
6,869 Added 13.29%
58,572 $2.81 Million
Q2 2023

Jul 13, 2023
BUY
$49.25 - $50.96 $1.79 Million - $1.85 Million
36,347 Added 236.7%
51,703 $2.55 Million
Q1 2023

Apr 10, 2023
BUY
$48.55 - $50.78 $745,533 - $779,777
15,356 New
15,356 $774,000

Others Institutions Holding SCHR

# of Institutions
428
Shares Held
330M
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
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More about SCHR
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