Ima Wealth, Inc. Schwab Intermediate Term Us Tr Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Ima Wealth, Inc. holds 184 shares of SCHR stock, worth $4,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

184

Holding current value

$4,517

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$24.05 - $24.86 $4,425 - $4,574	184 New	184 $4,000

Others Institutions Holding SCHR

# of Institutions

476

Shares Held

360M

Call Options Held

900

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

219M
Shares

$5.39 Billion
1.05% of portfolio
Royal Bank Of Canada Toronto, A6

18.6M
Shares

$456 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.1M
Shares

$322 Million
0.09% of portfolio
Stifel Financial Corp St. Louis, MO

8.1M
Shares

$199 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$115 Million
0.01% of portfolio

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
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