Wealthsource Partners, LLC Schwab Intermediate Term Us Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,821 shares of SCHR stock, worth $217,437. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,821
Holding current value
$217,437
% of portfolio
0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$47.09 - $49.87 $415,380 - $439,903
8,821 New
8,821 $438,000
Q2 2022

Aug 10, 2022
SELL
$50.08 - $52.78 $267,777 - $282,214
-5,347 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$52.72 - $55.84 $281,893 - $298,576
5,347 New
5,347 $285,000
Q2 2021

Nov 18, 2021
SELL
$56.38 - $57.16 $215,146 - $218,122
-3,816 Closed
0 $0
Q1 2021

Jun 21, 2021
SELL
$56.41 - $58.25 $57,030 - $58,890
-1,011 Reduced 20.94%
3,816 $215,000
Q4 2020

Feb 12, 2021
BUY
$57.98 - $58.64 $1,739 - $1,759
30 Added 0.63%
4,827 $281,000
Q3 2020

Nov 16, 2020
SELL
$58.56 - $58.96 $438,028 - $441,020
-7,480 Reduced 60.93%
4,797 $0
Q2 2020

Aug 17, 2020
SELL
$58.18 - $58.86 $640,794 - $648,284
-11,014 Reduced 47.29%
12,277 $722,000
Q1 2020

May 12, 2020
SELL
$55.04 - $58.78 $665,103 - $710,297
-12,084 Reduced 34.16%
23,291 $1.37 Million
Q4 2019

Feb 12, 2020
SELL
$54.79 - $56.05 $8.7 Million - $8.9 Million
-158,782 Reduced 81.78%
35,375 $1.94 Million
Q3 2019

Nov 15, 2019
BUY
$54.92 - $55.68 $7.08 Million - $7.18 Million
128,967 Added 197.83%
194,157 $10.8 Million
Q2 2019

Aug 09, 2019
BUY
N/A
21,929 Added 50.69%
65,190 $3.58 Million
Q1 2019

May 16, 2019
BUY
N/A
26,926 Added 164.84%
43,261 $2.33 Million
Q4 2018

Feb 06, 2019
BUY
N/A
639 Added 4.07%
16,335 $865,000
Q3 2018

Nov 13, 2018
BUY
N/A
427 Added 2.8%
15,696 $813,000
Q2 2018

Aug 14, 2018
SELL
N/A
-5,955 Reduced 28.06%
15,269 $799,000
Q1 2018

Apr 16, 2018
BUY
N/A
2,900 Added 15.83%
21,224 $1.12 Million
Q1 2018

Apr 16, 2018
BUY
N/A
594 Added 3.35%
18,324 $982,000
Q4 2017

Feb 16, 2018
BUY
N/A
700 Added 4.11%
17,730 $945,000
Q3 2017

Nov 20, 2017
BUY
N/A
644 Added 3.93%
17,030 $918,000
Q2 2017

Aug 16, 2017
BUY
N/A
16,386
16,386 $884,000

Others Institutions Holding SCHR

# of Institutions
445
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
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